Hanlon Investment Management has gone live on SS&C Technologies Global Wealth Platform to support its investment management business.
Hanlon, which has selling agreements with more than 200 registered investment advisors and broker-dealers, is using the solution for its Unified Managed Accounts (UMA) capabilities. The Web-based, multi-currency platform provides overlay management including trade and portfolio modeling and client reporting with performance measurement at the total account and sleeve level.
We need to be able to offer advisors the ability to run a single account with multiple managers or investment options, tax overlay and restrictions, says Sean Hanlon, Chairman, CEO and CIO of Hanlon. SS&Cs world-class UMA technology platform enables Hanlon to offer clients the ability to construct and maintain varying models and sleeves, provide an overlay and rebalancing facility in a scalable, cost-effective environment. This includes pre-trade compliance, audit trails and customized Web-enabled client reporting.
Alex Marasco, senior vice president and general manager of SS&C Technologies, adds: Hanlon is a fast-growing [Turnkey Asset Management Program], and we are extremely pleased to have gained it as a client.
(CG)