Hanlon Managed Account Platform

Over 125 financial services firms offer the Hanlon Managed Account Platform to their thousands of advisors for them to manage client accounts. See why so many advisors are using the Hanlon Managed Account Platform.

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Model Marketplace

Proposal Tool

Account Onboarding

Billing

Reporting

Client Portal

Trading & Rebalancing • Service Team • Research • Investment Solutions Team

Investment Managers

Combine up to 5 separate strategies into one Unified Managed Account
also adding in reserved cash, contributions, distributions and legacy assets.

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