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

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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.

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What Advisors Are Saying

Tyler J. Richey, CFP®

“The Hanlon Advisory Software platform allows us to streamline our planning and RIA business. Having the CRM, portfolio performance and financial planning all-in-one is a true game changer. Being in the financial service industry since the early 1980’s, I could not imagine running a planning and RIA business without Hanlon Advisory Software.”
Tyler J. Richey, CFP® – Asset Solutions, Inc.

Unique experiences and past performances do not guarantee future results. This testimonial does not represent the experience of all customers. Each customer situation is different and goals may not always be achieved.

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.

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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.

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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.

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One Platform. Full Integration. Infinite Potential.

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