Our Platform Provides The Freedom To Focus On What’s Most Important – Satisfying And Attracting Clients, Not Managing Operations.
One Platform. One Database.One Remarkable Wealth Management Solution.
To maximize your practice’s potential and the quality of the service you provide to clients, it’s essential that you minimize the time you spend doing the essential tasks associated with your practice.
The Hanlon wealth management platform lets you do just that. One streamlined and unified system delivers customer relationship management, financial planning, portfolio accounting, data download and reconciliation, reporting, model creation and management, trade preparation, tax-sensitive rebalancing, aggregation, a client portal with document vaults, and an advisor portal and dashboard with every practice metric you can imagine. And yes, access to compliance tools, too.
Transition to our easier, more intuitive working environment and you’ll move effortlessly from one task to another, saving time, money and training costs—and enjoying your business life more than ever.
Hanlon’s Wealth Management Platform provides an advisor, advisory firm, family office or broker/dealer with a comprehensive suite of tools to operate, streamline, and scale their practice. Hanlon’s platform combines advisory services with state of the art technology that integrates CRM, portfolio management, financial planning tools, trading and rebalancing, aggregation, plus a custom-branded client portal in one platform—eliminating the need for disparate systems and the challenges they bring. All of this allows the advisor to focus on what is most important – spending time with the clients.
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Hanlon understands balancing the operational and compliance challenges of an advisory firm or broker/dealer with the needs of achieving client satisfaction. Hanlon’s Enterprise Services enable the firm and advisor to focus on the strategic importance of managing clients and their assets. Hanlon’s Enterprise Services support the daily operations of an RIA or broker/dealer by taking on the burden of the management and execution of daily operations. Hanlon executes each complex workflow accurately and efficiently through the combination of our technology and expert services conducted by our highly skilled team of industry professionals.
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