At a Glance

Hanlon Wealth Platform is the only single-provider, fully-integrated, cloud-based technology solution used to operate a financial planning and wealth management practice. The Hanlon Wealth Platform increases advisor efficiency and effectiveness, allowing users to uncover client opportunities that may otherwise be missed.

Hanlon Wealth Platform

Product Type:

CRM | Portfolio Management Tool | Financial Planning Tool | Document Management Tool | Investment Analytics Tool | Trading/Rebalancing Tool | Client Portal Tool | Risk Tolerance Assessment Tool | Client Data Gathering Tool | Marketing Automation | Compliance Solutions

INTEGRATION:

TD, Pershing, Fidelity, Schwab.

PRICING:

Pricing varies by services provided.

FREE TRIAL AVAILABLE?

Yes, but only upon request.

CREATED BY:

Hanlon Investment Management

COMPANY ABOUT US:

Economists call it creative destruction. To our competitors, it’s an unwelcome disruption. For registered investment advisors (RIAs), family offices, broker/dealers, and financial institutions, it’s an innovative business model that allows them to fully focus on serving clients and growing their practices. It’s called the Hanlon Wealth Platform.

We recognized your need for one integrated technology bundle, so we built it. We recognized your need for efficient, first class service, so we diligently perform over 300 tasks for you. We recognized your need for a comprehensive, yet easy-to-use asset management platform, so we designed one that includes our Tactical and All-Weather Models, along with Blackrock, Russell, and many other managers.

With Hanlon, life as an advisor becomes what you wanted it to be when you first entered the business. We liberate you from a convoluted web of compliance, reporting and other administrative responsibilities that have come to dominate life as an advisor. We free you to focus your time, energy and staffing on helping others reach their financial goals, building and strengthening client relationships, and growing your business to its fullest potential.

Founded in 1999 by CEO Sean Hanlon, Hanlon Investment Management serves thousands of individual investors, retirement plans, trusts and institutions with a wide variety of mutual funds, tactical and strategic investments, and custom portfolios comprised primarily of mutual funds and ETFs. In 2012, Hanlon acquired the assets of Interactive Advisory Software (IAS), now doing business as Hanlon Advisory Software (HAS).

HAS maintains relationships with financial institutions that are collectively advising on more than $40 billion in assets. Hanlon employs over 130 professional and administrative staff in research, trading, service, marketing, technology, compliance, sales, and more. At Hanlon we’re passionate about what we do, and our pursuit of excellence never ends.

CONTACT:

Phone: 888-641-7100 ext 5621

E-mail: [email protected]