The latest deals and transactions in and around the North American wealth management sector.

Chicago-based GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), has partnered with Halo Investing, a platform for protective investments.

As a result of the deal, GeoWealth will be able to deliver a new-to-market capability, offering customizable structured note portfolios as a component of a unified managed account (UMA). With access to Halo’s easy-to-use structured notes tool, RIAs can deploy and manage structured note exposure to client portfolios and model programs more efficiently.

“Partnering with Halo and leveraging their protective investment solutions allows GeoWealth users more flexibility in customizing models at scale,” Colin Falls, president and CEO of GeoWealth, said.

“We foresee a rising demand for structured notes and hedged equity strategies in the years ahead and, by joining forces with GeoWealth, we are equipping RIAs with tools and capabilities to stay ahead of this growing market trend by incorporating notes into models," Matt Radgowski, chief executive officer at Halo, said.