Why Hanlon


Download a PDF version of our Why Hanlon Sales Flyer.


Collaboration

Partnering together to jointly create a better client outcome.

Coordination

Together we provide all the elements that ensure efficiency and harmony.

Leverage

Utilize our expertise to make better use of your time for clients and prospects.

Focus

The ability to adapt, understand, and provide clarity.

Together We Empower Our Partners To Achieve More

Our goal at Hanlon is to collaborate with our partners helping them leverage technology and middle office giving them a broader and stronger foundation from which to grow. RIAs and advisors partner with us to grow their revenue while providing greater service to their clients. We provide our partners with a coordinated approach to case design and income planning, as well as the technology to increase operating efficiency.

We built our system to your needs


Private labeling  •  Custom portfolios  •  Personalized client reporting and income planning

Helping You Help Your Clients

Grow Your Brand

    Make your company the focus of your client’s experience:
    Private labeling  •  Custom portfolios  •  Personalized client reporting and income planning

Achieve Scalability

    Through technology we provide the following:
    Aggregation  •  Private Labeled Client Pieces  •  Client Portals

    Through coordination, our Back Office provides outsourcing capabilities to bring you the following efficiencies: TAMP and Asset Management  •  Open Architecture Model Marketplace  •  Investment Solutions Team  •  Service Team  •  Data Reconciliation  •  Reporting

Streamline Operations

    All-In-One Platform  •  Unified Managed Accounts  •  Personal VIP Income Plans