HALO Invest unveils research tool in preparation for adviser platform launch

HALO Invest has unveiled a new research product aimed at supporting investors in finding investment opportunities as it prepares to launch a new adviser platform in the UK.

The HALO Global investment research tool offers investors access to institutional-grade content and will connect to the firm’s forthcoming platform.

HALO Invest launched in the UK in September 2024 after its Australian-based parent company, HALO Technologies, received Financial Conduct Authority approval on its change of control application for its acquisition of Resilient Funds Management.

The firm stated that its research product built on its presence in the Australian market and aimed to give users a better understanding of the widest possible options of what, when, and how to invest.

The service will provide financial data, analytical tools, and insight, seeking to enable investors to develop bespoke models, track performance, and invest in global mega trends and thematic portfolios.

Financial adviser firms are also able to use the service to support discussions with clients.

“We see lots of articles about the need to get more people investing and saving for their future but all too often people do not feel informed enough about how to go about it,” commented chief executive at HALO Invest, Doug Boyce.

"Investing can be a daunting prospect for many with endless data, across multiple content channels.

"While the charts within HALO Global provide everything you could possibly want, users can customise the service to suit their needs and knowledge levels.

"HALO Invest will cater for all types of investors, from those using advisers, to the self-directed or those forgotten investors that want access to models but may be thought of as not having a large enough portfolio to gain access to an adviser - we look forward to sharing more details in due course.

"The platform will connect into the research proposition to enable seamless investing."



Share Story:

Recent Stories


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


Helping the credit challenged get mortgage ready
A rising number of borrowers are finding it harder to access mortgages due to being credit challenged - whether that’s from historic debts, a county court judgment, or having little to no credit history.

In the latest episode of the Mortgage Insider podcast, Phil Spencer is joined by Eloise Hall, Head of National Accounts at Kensington Mortgages, and Alastair Douglas, CEO of TotallyMoney.

Air and the role of later-life lending
Content editor at MoneyAge, Dan McGrath, spoke to the chief executive officer at Air, Will Hale, about the later-life lending industry, the importance of tailored advice and how technology and obligations have shaped the sector.


Inside the world of high net worth lending
The mortgage market continues to evolve, and so too does the answer to the question: what is a high net worth individual in today’s market? In this episode of the Mortgage Insider podcast, host Phil Spencer is joined by Stephen Moroukian, Head of Product and Proposition for Real Estate Financing at Barclays Private Bank, and Islay Robinson, founder and CEO of Enness Global. Together, they explore what brokers really need to know when supporting high net worth individuals.

The future of the bridging industry and the Autumn Budget
MoneyAge content editor, Dan McGrath, is joined by head of marketing at Black & White Bridging, Matt Horton, to discuss the bridging industry, the impact of the Autumn Budget and what the future holds for the sector.