Download a PDF version of our Why Hanlon Sales Flyer.
Partnering together to jointly create a better client outcome.
Together we provide all the elements that ensure efficiency and harmony.
Utilize our expertise to make better use of your time for clients and prospects.
The ability to adapt, understand, and provide clarity.
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
Grow Your Brand
Private labeling • Custom portfolios • Personalized client reporting and income planning
Aggregation • Private Labeled Client Pieces • Client Portals
Through coordination, our Back Office provides outsourcing capabilities to bring you more efficiency:
TAMP and Asset Management • Open Architecture Model Marketplace • Investment Solutions Team
Service Team • Data Reconciliation • Reporting
All-In-One Platform • Unified Managed Accounts • Personal VIP Income Plans