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.






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