Notice of updates

We’ve updated our Financial Services Guide (FSG), effective 18 November 2025. By continuing to use our services after this date, you accept the revised terms.

Read FSG

icon
HALO logo
halo search icon
ProfessionalAdvisors

Shape success in global markets for your clients

Unlock new markets for your clients with global research, investing, and reporting in a single, intuitive solution.
Book a Demo
Don’t miss out on the world of opportunities outside of the ASX. Experience the leading solution for Advisors looking to invest their clients in the world’s biggest and most innovative companies.

Invest with confidence

Gain access to expert global research and insights designed to help you identify better opportunities for your clients.

Effortless integrated reporting

Generate custom reports tailored to each client's needs, from performance metrics to investment summaries.

Transparent, competitive platform pricing

Institutional-grade capability at highly competitive rates. Halo professional is designed to maximise value for your clients while supporting your business growth.

Key features

Powerful tools designed for Advisors

Explore our suite of features designed to help you improve efficiency, grow your business, and deliver better outcomes for your clients.

Expert Research Team

Our portfolios are hand-selected by our expert investment committee with more than 50 years combined experience in global equity markets.

Ongoing Monitoring

Each portfolio is monitored daily and a comprehensive review takes place every three months. Investors are notified of any recommended portfolio changes.

Greater Control

As beneficial owner of the shares you know exactly what you are invested in, and can take an active approach to trade size and timing.

Curated Auto-investment Strategies

Build or select predefined model portfolios for clients to invest in, creating ready-to-invest, scalable investment strategies.

Going beyond the curve.

Feature rich

At HALO, we understand the importance of comprehensive investment tools. We offer a robust suite of research, management, and investment features designed to cater for every need.

Safe & secure

Your investment security is our top priority. Your assets are held in trusted custody by one of the world's largest and most reputable brokers. This ensures your holdings are protected under industry-leading security protocols.

Next level support

Customer support at HALO isn't just a department; it's a commitment. Our friendly customer success team are standing by to support you by phone, email, and live chat.
Learn more about us

See beyond the curve.

One solution for research, investing and portfolio management.
Sign up for free