Interactive Advisory Software Employee Directory

Computer SoftwareNew Jersey, United States51-200 Employees

Interactive Advisory Software, operating as Hanlon Advisory Software, provides a turn-key, Web-based SaaS platform that unifies wealth management functions on a single database and platform. Its solution integrates portfolio management, financial planning, CRM, back-office services, client portals, and rebalancing, aiming to streamline operations for financial advisors and wealth managers. The company serves more than a hundred leading financial advisory firms across the United States, addressing the need for integrated tools that cover multiple aspects of client wealth management in one system. Based in Egg Harbor, New Jersey, the firm emphasizes its long-standing presence since 2001 within the software development industry.

 Hanlon Advisory Software positions itself within the wealth management software space by offering a unified platform that combines essential advisory workflows, client access, and back-office functionality. The business targets financial advisory firms and wealth managers seeking a comprehensive, cloud-based solution to manage portfolios, planning, relationships, and regulatory or operational tasks from a single interface.

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