Case Design – Aggregate
your clients’ accounts
June 30, 2020
Case Design – Aggregate your clients’ accounts
Greetings!

As financial advisors, we never want to see a client run out of money, especially “on our watch”, which makes it especially challenging to deal with clients who appear to be spending “too much” and may be on an unsustainable spending trajectory… Except, in some cases, it turns out the problem isn’t actually that the client has a spending problem at all… instead, the real problem is simply that the client didn’t fully trust us enough to tell us about all their assets in the first place . (View Article)

So how do you go about building complete trust with your client? Acknowledging that most clients have multiple advisor relationships can help build trust with your client. Likewise, you can also display trust by encouraging your clients to allow you to view these additional accounts so that, even if you do not manage them, you can review them as part of your client’s larger financial picture. It is difficult, after all, to solve a puzzle with only half the pieces.

Here at Hanlon Investment Management, we have an easy, proven way for your clients to give you the access you need to properly oversee their financial future.

Account Aggregation

The Hanlon Managed Accounts Platform (HMAP) is proud to make available our strategic alliance with Morningstar’s ByAllAccounts aggregation software. Clients can easily access their Client Portal, navigate to the Data Aggregation portlet, and begin aggregating their accounts!
Account aggregation will provide your firm holistic visibility into clients’ assets, help you plan comprehensively resulting in more personal investment outcomes.

For more information on how you and your clients can access this outstanding tool, contact our Sales team at (888) 641-7100 or email Sales@Hanlon.com .
Hanlon Investment Management is an SEC registered investment adviser with its principal place of business in the State of New Jersey with offices at 3393 Bargaintown Rd., Egg Harbor Township, NJ 08234. Being a registered investment advisor does not imply any level of skill or training. Hanlon Investment Management and its representatives are in compliance with the current registration and notice filing requirement imposed upon registered investment advisers by those states in which Hanlon Investment Management maintains clients. Hanlon Investment Management may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by Hanlon Investment Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status, service and fees of Hanlon Investment Management, please contact Hanlon Investment Management or refer to the Investment Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ).
 
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