About HALO Global
HALO Global by HALO Technologies is an advanced investment management and portfolio analytics platform designed to provide investors, advisors, and institutions with deep insights into portfolio performance and risk.
HALO Global by HALO Technologies is an advanced investment management and portfolio analytics platform designed to provide investors, advisors, and institutions with deep insights into portfolio performance and risk. Its primary purpose is to enhance decision-making by offering sophisticated analytics, transparency, and portfolio construction tools. The platform is particularly known for its focus on risk analysis, diversification assessment, and downside protection strategies. Key features include portfolio stress testing, risk factor analysis, performance attribution, and access to structured investment solutions, making it a valuable tool for both professional and high-net-worth investors.
Pros & Cons
- Allows for real-time monitoring and analysis of investments on a global scale
- Provides advanced data visualization tools to track performance and trends
- Offers customizable dashboards for personalized insights and reporting
- Integrates with other Microsoft products for seamless workflow and collaboration
- Utilizes AI and machine learning capabilities for smarter investment decisions
- Limited customization options for reports and dashboards
- Steep learning curve for new users
- Expensive licensing fees
- Lack of integration with other third-party applications
- Limited customer support options
- Slow performance when handling large amounts of data
Features
Key features
Provides a customizable charting interface to visualize price trends, profitability, and market signals across international exchanges.
Enables investors to project financial data up to three years into the future to support a patient investment strategy.
Offers access to over 35,000 securities across 30 global exchanges, including major markets like the ASX and NASDAQ.
Features watchlists that update automatically to ensure users stay informed of market shifts without manual tracking.
Delivers a comprehensive breakdown of all expected dividend payments over a rolling 18-month forecast period.
Grants access to unique, pre-built thematic portfolios designed for immediate investment execution.
Additional features
Allows users to visualize market expectations, price action, and signals through a flexible digital interface.
Supports long-term planning by projecting essential financial data points for several years ahead.
Tracks specific stocks and updates automatically to keep the investor ahead of market curves.
Facilitates direct trading in 35,000+ securities across 30 different global stock exchanges.
Provides an optional upgrade for ASX-listed stocks to improve the precision of market entries and exits.
Analyzes holdings using key benchmarks to help users understand their specific risk and return profiles.
Forecasts income by detailing expected dividend payments from holdings for the next year and a half.
Offers curated groups of stocks based on specific countries, sectors, or investment themes.
Features regular editorial content and reports on topics like AI disruption, energy risks, and quantum computing.
Maintains asset safety by holding user holdings in trusted custody with reputable global brokers.
Includes a customer success team accessible via phone, email, and live integrated web chat.
Extends the platform's research and management capabilities to a dedicated mobile software version.|
Pricing
Countries & Languages
Interface languages
Billing currencies
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About HALO Global
HALO Global by HALO Technologies is an advanced investment management and portfolio analytics platform designed to provide investors, advisors, and institutions with deep insights into portfolio performance and risk.
HALO Global Details
HALO Global's In-App Market Place
Does HALO Global have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N.A
Pricing Options
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Jpy (¥), Aud (A$), Cad (C$), Chf (Fr), Cny (¥), Sek (kr), Nzd (N$), Rub (₽), Hkd (Hk$), Ils (₪), Inr (₹), Krw (₩), Thb (฿), Zar (R), Sgd (S$), Php (₱), Myr (RM), Brl (R$), Try (₺), Idr (Rp), Mxn (Mex$), Twd (NT$), Pln (zł), Ghs (₵), Dkk (kr), Nok (kr), Sar (SR), Aed (د.إ), Qar (QR), Kwd (KD), Pen (S/.), Clp (CLP$), Cop (COL$), Rub (₽), Ar$ (Arg$)
Pros & Cons
- Allows for real-time monitoring and analysis of investments on a global scale
- Provides advanced data visualization tools to track performance and trends
- Offers customizable dashboards for personalized insights and reporting
- Integrates with other Microsoft products for seamless workflow and collaboration
- Utilizes AI and machine learning capabilities for smarter investment decisions
- Limited customization options for reports and dashboards
- Steep learning curve for new users
- Expensive licensing fees
- Lack of integration with other third-party applications
- Limited customer support options
- Slow performance when handling large amounts of data
HALO Global's Support Options
Email Address
support@haloglobal.comContact
1-800-555-1234HALO Global's Alternatives
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