Interactive Advisory Software

Software DevelopmentNew Jersey, United States51-200 Employees

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

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