at Financial Technnology Year
This content is provided by FinTechBenchmarker.com who are responsible for the content. Please contact them if you have any questions.
Halo Service Solutions
Halo Service Solutions specializes in help desk software specifically designed for wealth management and brokerage firms.
Email: sales@halosolutions.com
Phone: +1 888-425-6744
Web: https://www.halosolutions.com/
products
-
Halo for Wealth Management
Client request tracking, advisor-specific workflows, compliance documentation, secure document exchange, multi-channel support, knowledge management, and integration with financial platforms.