June 21, 2019
New Features in Hanlon’s Proposal Generation Tool!
New functionality has been added to Hanlon’s Proposal Generation Tool to enhance the Advisor and Client’s experience. The Advisor now has access to create a Proposal Account and either manually add or upload a csv file of existing assets for a side by side comparison.
Current Allocation By Asset Class
Proposed Allocation By Asset Class
Watch the video below for more information!
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Need assistance getting a task completed on HMAP? Is there a feature that you want to learn more about?  Why not ask our experts?
 
Email your inquiry to  sales@hanlon.com  or call the Hanlon Sales Team at 888-641-7100.
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