Data Aggregation

Our integration with Morningstar ByAllAccounts Aggregation service provides clients their entire financial picture in one place. Data for investment accounts, bank accounts, credit cards and more are retrieved nightly into the client portal and advisor portal, creating a more holistic view of the client’s finances. Your clients can easily link accounts from over 10,000 financial institutions through their client portal, providing a more comprehensive advice and guidance service. Fantastic for financial planning.

Click the above video link to view the  Data Aggregration demo video.

Learn how to use Aggregation by visiting the HAS Help Center. Data Aggregation – Administrator Data Aggregation – Advisor Data Aggregation – Client

For more information about Data Aggregation, please contact our Sales Team or call 888-641-7100 for details!

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. This weekly update is limited to the dissemination of general information. 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 ).   For additional information about Hanlon Investment Management, including fees and services, send for our disclosure statement as set forth on Form ADV from Hanlon Investment Management using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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3393 Bargaintown Road | Egg Harbor Township, NJ 08234 (888) 641-7100 |  www.hanlon.com