Halo Service Solutions

Halo Service Solutions specializes in help desk software specifically designed for wealth management and brokerage firms.

Is this your company?

Email: sales@halosolutions.com

Phone: +1 888-425-6744

Web: https://www.halosolutions.com/

Products

Halo for Wealth Management
Category: Help Desk Software
Client request tracking, advisor-specific workflows, compliance documentation, secure document exchange, multi-channel support, knowledge management, and integration with financial platforms.. More..