Halosoft Information

Halosoft builds smarter tools for the future of financial advice. Our mission is to empower financial planners to operate more effectively, see more clients, and deliver better retirement outcomes for Australians. We design software that solves real adviser workflow challenges — from reducing hours of admin to improving compliance and client engagement. Our products, including Meeting Ally and Advice Ally, are built with advisers, for advisers — practical, secure, and purpose-driven. By freeing advisers from inefficiencies, Halosoft helps them focus on what matters most: delivering quality advice that improves the financial wellbeing of their clients.