Hanlon

HQ Address

3393 Bargaintown Road, Egg Harbor Twp., NJ, 08234, United States

Website Address

www.hanlon.com

Connect with Hanlon
Business introduction

Helping Advisors and Clients Create Successful Outcomes

Managed Account Platform (TAMP) Investment Management

Hanlon is an innovative, New Jersey based, asset management firm with more than 20+ years experience partnering with planning minded financial advisors in delivering personal & proven outcomes to clients nationally. We have dedicated our two decades of service to providing comprehensive wealth management solutions for retail clients and specific investment solutions for advisors and their clients, making us uniquely experienced and qualified to understand the needs of clients and advisors. Our world-class managed account and wealth management platform provides a single sign-on front, middle and back-office solution, and includes an extensive list of proprietary and third-party investment management solutions. Through our total solution workstation, advisors can access daily updated accounts from a select list of custodian, see intraday account activity, open accounts with an innuitive investment proposal tool and receive unlimited account aggregation. In addition, we provide a next-generation income planning process allowing you and your clients to create an interactive, personal written income plan with customized investment execution. Delivering and enabling successful client outcomes is our business and passion.

Hanlon Solutions

Hanlon Advisory Software

Interactive Advisory Software answers the call of wealth managers nationwide for a unified wealth management system that empowers them to spend more time interacting with clients, and less time on non-revenue-producing activities. The interactive wealth servicing software solution combines portfolio management, financial planning, customer relationship management (CRM), back office services/reconciliation, client......

business needs
view solution

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.

Please sign up to see more

Sign up or login