Pricing available on request
What is Halo?
Halo is an award-winning platform that provides access to protective investments such as Structured Notes, buffered ETFs, and annuities, helping financial advisors and wealth managers to better manage market risks within wealth and retirement planning.
Advantages
- Data integration
- Custom dashboards
- Real-time analytics
- Collaboration tools
- User management
- Reporting features
- Scalability
- API access
Company
- location
- Redmond, Washington
- founded year
- 2001
- employee size
- Over 500
- parent company
- Microsoft
Reviews
*Content has been generated by AI. May contain inaccuracies.
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Our AI reads your billing emails and surfaces every paid vendor, the monthly amount, the renewal date, and the license waste. No dashboards to set up. No signup needed for a preview. Read-only access.
AI reads your invoices
Same way you'd scan them yourself — but in seconds, across 2,000 emails.
Read-only access
Token-scoped to Gmail / Mail.Read. Revoke any time.
Inbox never stored
We persist only the extracted vendor summary.