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 IASSales@IASsoftware.com
View Top Employees from Hanlon Advisory SoftwareWebsite | http://www.iassoftware.com |
Revenue | $4 million |
Employees | 33 (15 on RocketReach) |
Founded | 2001 |
Address | 3393 Bargaintown Rd, Egg Harbor Township, New Jersey 08234, US |
Phone | (609) 601-1200 |
Fax | (609) 601-7171 |
Industry | Computer Software, Finance General, Wealth Management Software, Financial Services, Finance, Financial Planning, Venture Capital & Private Equity, Customer Relationship Management (CRM), Back Office Services, Rebalancing, Portfolio Management, Client Portals, Reports |
Competitors | Delco Automation Inc., Hall Capital Partners LLC, Manning & Napier, North American Video, Stage Front |
SIC | SIC Code 67 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523930 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 523920 Companies, NAICS Code 52392 Companies |
Looking for a particular Hanlon Advisory Software employee's phone or email?
The Hanlon Advisory Software annual revenue was $4 million in 2024.
John Philpott is the CEO of Hanlon Advisory Software.
15 people are employed at Hanlon Advisory Software.
Hanlon Advisory Software is based in Egg Harbor Township, New Jersey.
The NAICS codes for Hanlon Advisory Software are [52, 52393, 523930, 523, 5239, 523920, 52392].
The SIC codes for Hanlon Advisory Software are [67, 62].