Hanlon Wealth Platform

Over 75 financial services firms with more than 600 advisors use the Hanlon Advisory Software all-in-one solution to run their practices. See how you can become more efficient.


CRM

Planning

Advisor as PM

TAMP

Reporting

Client Portal



Aggregation • Billing • Service Team • Research • Investment Solutions Team

Using the Hanlon Wealth Platform

RIAs and broker-dealers can use the Hanlon Wealth Platform in either a Hanlon or Self-Sponsored capacity.


Hanlon Sponsored

Quick and easy to get up and running with a built-out model marketplace of compliance approved models.


• Out of the box and ready to go
• Model Marketplace with manager Due Diligence
• Compliance Approved IPQ

Self-Sponsored

Custom solution for firms looking to grow their brand through their own models, managers and TAMP.


• Your Branded TAMP
• Your Custom Model Marketplace
• Your IPQ



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Contact our Sales Team at (609) 601-1200 or Sales@Hanlon.com