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

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Professional

Built for performance Designed for efficiency

Deliver more while saving time, growing your business, and optimising your operations.
Asset consultants
Advisors
Stockbrokers
Asset consultants
Advisors
Stockbrokers

Transparent, competitive platform pricing

HALO Professional offers advisers institutional-grade capability at highly competitive rates, designed to maximise value for your clients while supporting your business growth.

Comprehensive investment access

Access a broad universe of global equities, ETFs, and managed funds, empowering you to build diversified, tailored portfolios for every client objective.

Reduce your admin time

Save time with advanced adviser tools designed to simplify your workflow and improve scale across client accounts.

Why HALO

Everything you need, in one place.

Experience expert global research, seamless investing, and portfolio management in a single, intuitive solution.
Manage

Deep insights, more control

Make smarter decisions with our suite of portfolio management, analysis, and reporting tools.

Bulk order execution

Place trades across multiple accounts in a single action. Whether it’s buying Apple (AAPL) for 50 clients or allocating to the Vanguard Cash Fund, HALO makes multi-account trading fast and precise.

Client reporting

Generate clear, structured reports that detail performance summaries, transaction history, and portfolio composition, keeping clients informed and engaged.
Halo
Invest

Unlock a world of opportunities

Experience seamless global trading with advanced order types, real-time data, & low fees

Execute with precision

Take advantage of institutional-grade trading features including advanced order types and real-time pricing.

Broad investment choice and custody flexibility

Tailor portfolios to your client’s needs, with our wide range of investment products, including listed equities, ETFs, managed funds, and fractional investing. HALO is also compatible with multiple custody solutions, accommodating varied operational preferences.
Halo
Research

Effortless global market analysis

Find better opportunities with research, tools, and insights from the world's leading research firms

Find better opportunities

Access powerful idea generation tools designed to help identify better opportunities for your portfolio.

Invest with confidence

Take the guesswork out of when to buy and sell with our suite of institutional-grade signals, monitors, and research
Halo

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.
Want to learn more?Frequently asked questions.
What is HALO Global?
Halo FAQ

HALO Global is a equities research and execution solution that allows users to analyse and invest in over 35,000 shares and ETFs across 30 exchanges.

HALO Global has been designed by professional fund managers to help investors save time, find better opportunities and make smarter decisions for their portfolios.

Why should I use HALO Global?
Halo FAQ

HALO Global has been designed by professional fund managers to help investors save time, find better opportunities and make smarter decisions for their portfolios.

If you are serious about improving your performance and growing your wealth, HALO Global can help.

 

Important:

Before making an investment decision, you should consider your personal circumstances, objectives and needs and seek a professional investment advice.

How does investing in Models compare to investing in ETFs or managed funds?
Halo FAQ

Unlike ETFs and managed funds, Models give you full transparency and you can add/remove shares in a Model. While we do recommend shares in Models and provide regular updates to the recommendations, we do not manage your portfolio for you. You will always be in full control of your investment.

When you invest in Models, you are the beneficial owner of the individual shares, unlike managed funds and ETFs. Hence you may also receive tax benefits since tax gains and losses are not shared with other investors in a pooled vehicle.

Also, unlike index tracking ETFs, we pick stocks that we believe are likely to outperform others with exposure to the theme.

How can I trust HALO Global as an investment service provider?
Halo FAQ

HALO Global is offered by HALO Technologies Pty Ltd ABN 54 623 830 866 which is a Corporate Authorised Representative No 1261916 of Macrovue Pty Ltd ABN 98 600 022 679, the holder of an Australian Financial Services Licence No 484264. Please read our Financial Services Guide for further information. We are also one of the few Australian companies to be registered as a Qualified Intermediary with the IRS in the U.S.

We have strong governance procedures in place and the management team has several decades of experience with leading fund managers, brokerages, and investment banks. Please see our About Us page for more information.

Our Philosophy
Halo FAQ

There are many great ideas out there. Finding discerning ways to turn those ideas into equity investments can be daunting when you have reams of data and information to wade through and limited access to professional analysis.

At HALO, we do the hard work for you. Our team is dedicated to constructing portfolios of 10 stocks each, called Models, that give you exposure to a selected theme, while also allowing you the flexibility and control to fine-tune as you go.

We are targeting do-it-yourself investors looking for a new way to invest a portion of their savings and engaged in deciding how best to allocate their money. Our users demand the transparency and control that much of the superannuation industry doesn’t provide.

We are committed to looking beyond our own beautiful shores to opportunities in the world’s largest and most dynamic economies so that you don’t miss investing in the next chapter of China’s growth story or the U.S. recovery or the Internet of Things that’s reshaping our lives. The majority of our Models are blind to borders, looking only for the stocks that best express a theme. So, not only are you diversified through multiple companies, you are also geographically diversified.

Come join us and explore a new world of ideas.

See beyond the curve.

One solution for research, investing and portfolio management.