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Hanlon is an innovative asset management, services and financial technology company. We have dedicated our two decades of success to providing comprehensive wealth management solutions for retail clients and specific investment solutions for advisors and their clients, making us uniquely experienced and qualified to understand the needs of clients and advisors. Our world-class managed account and wealth management platform provides a single sign-on front, middle and back-office solution, and includes an extensive list of proprietary and third-party investment management solutions. Through our total solution workstation, advisors can access daily updated accounts from the custodian of their choosing, see intraday account activity with certain custodian(s), use CRM and financial planning, and offer clients personalized web-portals with unlimited account aggregation. Delivering and enabling successful client outcomes is our business.
For Advisory Firms:
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.