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What is Halo?

Halo is an award-winning platform that provides access to protective investments such as Structured Notes, buffered ETFs, and annuities, helping financial advisors and wealth managers to better manage market risks within wealth and retirement planning.

Advantages

  • Data integration
  • Custom dashboards
  • Real-time analytics
  • Collaboration tools
  • User management
  • Reporting features
  • Scalability
  • API access

Company

location
Redmond, Washington
founded year
2001
employee size
Over 500
parent company
Microsoft

Reviews

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