Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Hanlon Advisory Software

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.

Hanlon

For Advisory Firms:

  • CRM
  • Planning
  • Advisor as PM
  • TAMP
  • Reporting
  • Client Portal
  • Aggregation
  • Billing
  • Service Team
  • Research
  • Investment Solutions Team

For Advisors:

  • Model Marketplace
  • Proposal Tool
  • Account Onboarding
  • Billing
  • Reporting
  • Client Portal
  • Trading & Rebalancing
  • Service Team
  • Research
  • Investment Solutions Team
Hanlon

Companies that integrate with Hanlon

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

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Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Hanlon

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.