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PHONE HOTLINE: +41 55 5119595 E-MAIL: servicedesk@haloinvesting.eu
PHONE HOTLINE: +41 55 5119595 E-MAIL: servicedesk@haloinvesting.eu
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HALO’S WEALTHTECH SOLUTION

Enhance your existing Wealthtech platform, such as a portfolio management system (PMS) or a core banking system, with a customized structured products offering via a white label multi issuer platform (MIP). This will enable you to monetize your client base and grow your business.
The key benefits for your Wealthtech platform are:

  • A turnkey multi issuer platform, which can be integrated to your Wealthtech platform
  • Increase trade commissions
  • Increase client stickiness
  • Attract new institutional clients
  • Gain market share from your competitors
  • Increase overall attractiveness of your platform
  • Recognition as digital leader for institutional clients
The key benefits for your customers are (for example asset managers):

  • Receive investment ideas
  • Find the best price for a specific structured product
  • Simulate various structured products in real-time (duration, barrier, coupon etc.)
  • Monetize the "Hyper-personalization" megatrend

Solution design of the HALO Wealthtech platform integration:

Screenshot 2022-11-17 103517

 

LET'S GROW YOUR BUSINESS TOGETHER

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