Wade Waller

Chief Product Officer at Hanlon Advisory Software - Egg Harbor Township, New Jersey, United States

Wade Waller's Colleagues at Hanlon Advisory Software
Linda Grace

director, training and consulting

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Rushi Patel

Director of Application Development

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Ryan Jotkoff

senior manager of conversions

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Vadim Stanovski

conversion and implementation specialist

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Sarah Qureshi

Software Quality Assurance Lead

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HQ
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Location
Company
Hanlon Advisory Software
Wade Waller's Company Details
Hanlon Advisory Software logo, Hanlon Advisory Software contact details

Hanlon Advisory Software

Egg Harbor Township, New Jersey, United States • 51 - 200 Employees
Computer Software

Hanlon is an innovative, New Jersey based, asset management firm with more than 20+ years experience partnering with planning minded financial advisors in delivering personal & proven outcomes to clients nationally. We have dedicated our two decades of service to providing comprehensive wealth management solutions for retail clients and specific investment solutions for advisors and their clients, making us uniquely experienced and qualified to understand the needs of clients and advisors. Our world-class managed account and wealth management platform provides a single sign-on front, middle and back-office solution, and includes an extensive list of proprietary and third-party investment management solutions. Through our total solution workstation, advisors can access daily updated accounts from a select list of custodian, see intraday account activity, open accounts with an innuitive investment proposal tool and receive unlimited account aggregation. In addition, we provide a next-generation income planning process allowing you and your clients to create an interactive, personal written income plan with customized investment execution.Delivering and enabling successful client outcomes is our business and passion.

Details about Hanlon Advisory Software
Frequently Asked Questions about Wade Waller
Wade Waller currently works for Hanlon Advisory Software.
Wade Waller's role at Hanlon Advisory Software is Chief Product Officer.
Wade Waller's email address is ***@hanlon.com. To view Wade Waller's full email address, please signup to ConnectPlex.
Wade Waller works in the Computer Software industry.
Wade Waller's colleagues at Hanlon Advisory Software are Linda Grace, Rushi Patel, Ryan Jotkoff, Vadim Stanovski, Raj Patel, Sarah Qureshi, Richard Hood and others.
Wade Waller's phone number is ["8886417100","6096017171","6096011200","1231231234","01416210100","7026668433","13238728653","0268622362","0429629966","0429741128","0448433317","0427417480","2394498421","01208841500","4089757777","4084902943","9086042051","9089039554","4401793740461","7742493762","46702083412","2158814611","01462813301","01462811240","8003337680"]
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