December 20, 2018
The Hanlon Managed Account Platform
Updates for Proposal Generation
To improve the user’s experience when working in the Proposal Generation tool, changes were made to enhance the user experience.

Location: Clients -> Client Detail -> Proposal Generation

The following enhancements were made:

IPQ Navigation

  • Instead of the user having to make a selection, the system will now automatically open the Investor Profile Questionnaire (IPQ).
Screen image, showing the Investor Profile Questionnaire (click image to enlarge).
Additional IPQ Improvements Include:

  • Updated layout design for more user friendly feel.
  • User's Score displays the Investor's Risk Profile when completed.
  • Added Point and Click: Printer Icon.
  • Added Point and Click: Trash Icon.
For more information or to schedule a demo please contact our sales team at 888-641-7100 or email at  sales@hanlon.com .
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