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.

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ProfessionalAdvisors

Built for advisors delivering exceptional client outcomes

HALO Professional gives you the tools to manage portfolios with clarity, efficiency, and confidence. From multi-asset trading to deeper analytics and practice-friendly workflows, HALO supports you across every stage of the advisory process.
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The complete platform for modern financial advisors
HALO Professional brings together trading, analytics, model-based investing, and reporting into one connected ecosystem. Designed for both high-touch and scaled-advice models, HALO equips advisors with the insight, flexibility, and control needed to deliver better outcomes for clients — and greater efficiency for your business.

Comprehensive managed fund and global equity support

Trade managed funds alongside equities and view complete valuations, holdings, and transactions across all client accounts. Deliver a unified, multi-custodian experience with full transparency, all in the one account.

Enhanced advisor analytics

Access deeper insights across client portfolios with enhanced fund valuations, detailed holdings data, Average Income Gain %, and expanded company metrics to support smarter advice, Capital gains scenario analysis, etc.

Model-based investing

Offer consistent, scalable investment strategies through model-based portfolio construction. Create Auto-Invest accounts, link them to Direct Trade Accounts, and manage cash flows seamlessly.

Streamlined onboarding and workflow automation

Save time with pre-filled applications, enhanced event management, and automated client and adviser notifications — giving you a smoother, more efficient servicing experience.

Fractional trading & smart allocation tools

Execute trades with greater precision. Include fractional positions in models and choose between equal-weight or holdings-based allocation for more strategic execution.

Order management & digital client approvals

Streamline trade execution and client approvals with HALO’s integrated, digital-first workflows. Create, review, and submit orders with greater accuracy, while all approvals and elections are captured automatically for a clear audit trail and faster turnaround.

Key features

Powerful tools designed for Advisors

Explore the platform capabilities built to help you improve efficiency, strengthen client relationships, and deliver better outcomes across your advisory practice.

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.
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See beyond the curve.

One solution for research, investing and portfolio management.
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