Hanlon Advisory Software

Hanlon Advisory Software

Hanlon Advisory Software offers a fully integrated, browser-based wealth management solution for independent financial advisors, RIAs and broker/dealers. The solution combines Daily Download & Reconciliation of client account data from hundreds of custodians, Portfolio Accounting & Management, Portfolio Rebalancing, Financial Planning, CRM, and Client Portals all from one single application.

To learn more about Hanlon Advisory Software and ByAllAccounts, please call 888-641-7100 or email sales@hanlon.com