The collaboration aims to streamline adviser workflows and broaden access to structured, options-driven portfolio protection.
Chicago-based Halo Investing (Halo) has formed a strategic partnership with fintech startup Derivaty to offer institutional-grade, options-based risk management strategies, which have historically been complex, opaque and operationally burdensome for most financial advisers to implement. Under the agreement, Derivaty’s platform is plugged into Halo’s marketplace for protective investments, providing a seamless, end-to-end workflow for advisers. The goal is to empower advis