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Hanlon Advisory Software

Computer Software

Specialities :
Wealth management software;financial planning;customer relationship management (crm);back office services;rebalancing;portfolio management;client portals;reports
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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
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Frequently Asked Questions About Hanlon Advisory Software

What does Hanlon advisory software do?+

Founded in 2001, Interactive Advisory Software (now doing business as Hanlon Advisory Software) provides the only turn-key Web-based software-as-a-service (SaaS) unified wealth management solution for financial advisors and wealth managers. Today, we are proud to service over one hundred and fifty leading financial advisory firms throughout the country. Hanlon Advisory Software Solution 360 is the only unified wealth management software solution to combine Portfolio Management, Financial Planning, Customer Relationship Management (CRM), Back Office Services, Client Access Portals, and Rebalancing in one database on one platform. For more information, visit hanlon.com To request a demo, email https://www.hanlon.com/request-a-demo

What are Hanlon advisory software's specialties? +

Wealth management software;financial planning;customer relationship management (crm);back office services;rebalancing;portfolio management;client portals;reports

What is Hanlon advisory software's industry? +

Hanlon advisory software operates in the Computer software industry.

What is Hanlon advisory software's HQ phone number? +

Hanlon advisory software's HQ phone number is 323-872-8653

What is Hanlon advisory software's revenue? +

Hanlon advisory software's revenue is 11m - 100m

What is Hanlon advisory software's company size? +

Hanlon advisory software has 11 - 50 employees.

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