A FOUNDER'S PARTNERSHIP STORY
CASE STUDY
DERIVATY
Derivaty, an investment platform specializing in outcome-oriented financial solutions, partnered with Hausbrand to launch Wealth Defender, a product-specific microsite on the Halo platform. Wealth Defender was created to help registered investment advisors (RIAs) protect their clients’ stock positions from downside risk while capping upside gains. Hausbrand's strategic approach to brand management, design, and messaging ensured that the co-branded microsite was not only visually engaging but also effectively communicated the product’s value, resulting in a stronger position for Derivaty in the investment market.
Derivaty had developed Wealth Defender to meet a pressing need among registered investment advisors (RIAs): an intuitive solution for managing risk in stock positions without compromising potential gains. However, translating the technical intricacies of options overlay strategies into accessible, persuasive messaging proved challenging. Additionally, as the product was launched in partnership with Halo Investments, creating a seamless and compelling co-branded experience was critical. Derivaty needed a partner who could ensure their product resonated and stood out in a competitive investment industry.
Simplifying Complex Strategies for RIAs
CHALLENGE
Derivaty enlisted Hausbrand to craft a comprehensive strategy for the Wealth Defender microsite. Hausbrand meticulously developed the brand strategy, creative direction, marketing messaging, and graphic design needed to introduce Wealth Defender’s unique value to RIAs. They designed a product-specific experience that was both visually dynamic and easy for advisors to navigate. Hausbrand also created a detailed brand and messaging guide for Halo’s sales team to maintain consistency when engaging with advisors, ensuring every interaction reflected the product’s attributes and capabilities.
A Strategy-Driven Microsite Launch
SOLUTION
- Accelerated time-to-launch with a turnkey brand and content system
- Launched a co-branded microsite with intuitive UX/UI for RIAs
- Created a co-branded logo that reinforced partnership trust
- Built comprehensive sales enablement guides for the internal team
- Enhanced messaging clarity for Halo’s sales team
- Produced high-quality branded design and marketing assets
- Strengthened Derivaty's market authority with branded thought leadership content
- Opened a long-term partner-led distribution channel with Halo
Achieving Strategic Clarity and Engagement
RESULTS
SELECTION OF WORK
Wealth Defender went from a technically dense options overlay strategy to a product RIAs can actually talk about with their clients—and that shift matters more than most people realize. Hausbrand turned Derivaty's complex financial approach into clear, confident messaging that lives on a co-branded microsite, in a sales enablement guide, and across every conversation Halo's team has with advisors.
Derivaty now holds a stronger position in the options overlay space. Halo's sales team walks into advisor meetings with a consistent story and the branded assets to back it up. The kind of clarity that speeds up adoption and builds long-term trust with distribution partners doesn't happen by accident. It happens when strategy, design, and messaging work together from day one—and that's exactly what this collaboration delivered.
If you're looking to launch a product that advisors will actually engage with, explore how Hausbrand builds partner-ready brands.
What This Launch Made Possible
FINAL THOUGHTS
