Halo Invest Launches ‘Adviser Gateway’ Platform to Target the Advice Gap

Halo Invest Adviser Gateway is now live following FCA approval. The proposition includes its ‘Adviser Gateway’ platform, offering advisers a light-touch, client-administrated option to efficiently service customers with more modest assets. 

Led by CEO Douglas Boyce who has over 30 years’ experience in financial services, the Halo Invest platform has already secured its first advice firm client alongside a strong pipeline of new business for the immediate future. 

The Halo Invest platform is built to make investing “simpler, fairer and better” through innovative functionality including a transfer dashboard for advisers to easily check progress for clients, and corporate actions which the adviser doesn’t need to respond to, or chase up, individually. The platform also utilises Go Cardless so clients can add money to the platform as efficiently as possible.

Accepted platform features include onboarding, trading, custody, and reporting; and a comprehensive range of investments and wrappers. 

The Adviser Gateway platform

Advice firms can also opt to use Halo Invest’s Adviser Gateway platform, where they can build a series of model portfolios for non-advised clients to self-select. This aspect of the platform is designed to help advisers provide a service for both existing and new clients with lower assets, profitably.

The evolution of the platform market 

Collectively the senior management team at Halo Invest has close to 200 years of combined experience within financial services, including former Tatton Chief Operating Officer, Helen O’Neill, Head of Risk and Compliance Wendy Crawford who was previously at Embark Group and Head of Customer, Lynn Johnston, formerly of Interactive Investor and FNZ. Prior to joining Halo Invest, CEO Doug Boyce was Managing Director at SS&C Hubwise and has also held senior roles at FNZ and Interactive Investor. 

CEO Douglas Boyce said: “Halo Invest represents an evolution rather than a revolution. Our hugely experienced team has been in the platform market long enough to know that many aspects generally work well; but we also know where pain points still exist, and we’ve addressed them. Moreover, with Adviser Gateway we’re looking further, innovating to help advisers achieve profitability from parts of their client book where this was previously difficult if not impossible. Ultimately, we believe the advice gap can be solved – it won’t happen all at once, but we are moving the dial.”

With Halo Invest Adviser Gateway officially launched, advisers gain an innovative solution to service smaller client books profitably, backed by FCA approval and deep industry experience.