Our focus is on making your life as an investment advisor easier, your career more enjoyable and your business every bit as prosperous as it can be, all the while of course empowering you to do what is always best for your client.


The Hanlon Managed Account Platform




The Hanlon Managed Account Platform is a comprehensive, fully-integrated wealth management solution with the power to streamline your business and dramatically elevate the advice and service you provide to clients.

As an organization, our focus is on making your life as an investment advisor easier, your career more enjoyable and your business every bit as prosperous as it can be, all the while of course empowering you to do what is always best for your client.

That focus is clearly evident in the Hanlon Managed Account Platform. With an eye on efficiency and ease of use, it will simplify your practice and free you to focus your time and resources on establishing and strengthening client relationships.



One Seamless Experience

Investment Policy Questionnaire



The Hanlon Managed Account Platform provides a simplified approach to creating an asset allocation plan. Financial advice relationships start with an Investment Policy Questionnaire to help determine which portfolio is right for your client, and we have simplified that process by offering an IPQ in your platform.

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Quality Investment Strategies



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When it comes to providing access to investment strategies, some firms are all about quantity, boasting that you’ll have the chance to choose from several thousand options.

At Hanlon, we emphasize quality and making advisors’ lives easier. So instead of going after a big number of managers, we’re driven to deliver the right number. By applying a proprietary evaluation process, we crystallize those thousands of choices into a manageably sized, carefully curated presentation of institutional strategists spanning a wide variety of styles and asset classes.





Powerful Digital Presentation



Our platform is designed to deliver an outstanding experience to both investment professionals and the clients they serve. From a single unified system, both you and your clients will enjoy access to intuitive and visually appealing reports and tools that will help strengthen your relationship through a mutual understanding of performance and strategy.

CLient Portal
CLient Portal




UMA Circumstances Capabilities



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With our broad unified managed account capabilities, you can consolidate your clients’ various assets into one account—including mutual funds, ETFs, third party strategists, SMA, stocks, bonds, and more. As a result, reporting, monitoring, managing and evaluating investment portfolios, and making sound decisions about allocation and taxes, becomes far simpler for both you and your clients.





Unique Circumstances Capabilities




When there is a need to maintain higher cash balances or on-hand liquidity, the Hanlon Managed Account Platform provides the ability to segregate these cash balances and select them as non-billable.





Advisor As Portfolio Manager



Create Advisor as Portfolio Manager models and include them for a portion or the entire client account, the Hanlon Managed Account Platform provides the entire ecosystem for you to do that. It gives you access to incorporate a broad selection of investments and features an advisor-friendly interface that streamlines the portfolio construction and supervision process.

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One Platform. Full Integration. Infinite Potential.

Find Out How It’s Done – Request A Demo