An Intelligent, Comprehensive And Cost-Effective Solution For Your Entire Financial Practice.

Building A Better Way For Financial Advisors To Help Their Clients




As a wealth manager, time is your most precious asset of all and you can’t afford to allocate the majority of it to anything other than deepening your existing client relationships and establishing new ones. At Hanlon, our entire focus is on liberating you and your team from distractions while saving you time and money. With a truly comprehensive and integrated technology platform, innovative asset management and the ability to process hundreds of different and unique types of service transactions, we’ll help your practice run more smoothly and efficiently than you ever thought possible.


Let Us Show You How


Hanlon Frees You To Focus On Your Clients.


Asset Management


Position yourself to deliver truly comprehensive and responsive wealth management by delegating asset management to Hanlon. Clients can benefit from our disciplined combination of strategic and tactical investing—and from the extra time you’ll have to foster your relationship with them.


Find Out More

Technology


Many firms cobble systems together and call it a single platform. At Hanlon, we’ve built the real thing: One platform, one database. It’s a streamlined and unified solution that will save you time, staffing and make your life as a wealth manager far more enjoyable.


Find Out More

Services


Offload complete responsibility for more than 300 transactions to Hanlon’s service professionals. With our meticulous approach to quality assurance, you’ll be confident that your client relationships will be protected from missteps and strengthened by our passion for service.


Find Out More


One Platform. Full Integration. Infinite Potential.

Find Out How It’s Done – Request A Demo


Premier Partners


TD Ameritrade Logo
Pershing Logo
Schwab Logo
Nationwide Logo

BlackRock Logo
Russell Logo
Wilshire Logo
Fidelity Logo

Morningstar Logo
ByAllAccounts Logo
Laser App Logo