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 HALO Invest chief executive, 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.”

---