Solution introduction

A simplified structured note platform

Grow your business by bringing new opportunities to protect client investments

Making structured notes easy to buy and manage with powerful new tools

  • Built specifically for the structured notes market - stop managing by hand!
  • Identify new trade opportunities from our list of 6,000 unique products/payoffs
  • Optimize your structured note strategy with automated position monitoring and portfolio alerts

Easy access to structured notes while securing the most competitive pricing

  • Secure optimal pricing by making banks compete for your business
  • Access to the world's largest banks
  • Select from our list of curated notes or build your own in seconds to meet specific client goals

A leading platform for managing every part of structured notes

Analyze and find the right notes

  • Create plan - Educational resources to help choose the most optimal notes to meet your client objectives
  • Select or build note - Leverage the Halo Analysis Tools to make an informed investment decision
  • Make the trade - Execute trades with unparalleled speed

Manage your structured note portfolio

  • Monitor - Keep all your notes organized (bought on Halo or traded before)
  • Analyze performance and trends - Track how your structured notes are performing with alerts
  • Sell - Access to secondary liquidity

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