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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ProfessionalAsset Consultant

Scale your consulting practice

Grow your business with institutional-grade research tools and model portfolio construction in a single, seamless solution.
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Experience the leading solution for asset and investment consultants looking to scale their business. HALO provides the tools you need for idea generation, asset allocation, portfolio management, execution, and reporting.

Find better opportunities

Access a suite of institutional-grade tools, data, and research designed to help you find better opportunities.

Improve your communication

Streamline your client communications with automatic rebalances and alerts delivered directly to advisers and clients.

Effortless integrated reporting

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

Key features

Powerful tools designed for Asset Consultants

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.
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See beyond the curve.

One solution for research, investing and portfolio management.
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