Hanlon Investment Management Goes Live on SS&C's Global Wealth Platform(TM)
Investment Advisor Implements SS&C's Technology Based on Its Unified Managed
Accounts (UMA) Capabilities
WINDSOR, Conn., Feb. 26, 2013 (GLOBE NEWSWIRE) -- SS&C Technologies Holdings,
Inc. (Nasdaq:SSNC), a global provider of financial services software and
software-enabled services, today announced Hanlon Investment Management, Inc.
(Hanlon) went live on its Global Wealth Platform™ to support Hanlon's
investment management business.
Hanlon built its business on a high-touch, customer-centric model. Through its
selling agreements with more than 200 registered investment advisors (RIAs)
and broker dealers, Hanlon understands every business is different. To serve
that diverse market, Hanlon turned to SS&C's Global Wealth Platform for a
flexible, scalable solution with Unified Managed Accounts (UMA) capabilities.
Today, Hanlon can maintain and grow its Turnkey Asset Management Program
(TAMP) supported by SS&C's robust technology platform.
"UMA is a must-have. We need to be able to offer advisors the ability to run a
single account with multiple managers or investment options, tax overlay and
restrictions," said Sean Hanlon, Chairman, Chief Executive Officer and Chief
Investment Officer of Hanlon. "SS&C's world-class UMA technology platform
enables Hanlon to offer clients the ability to construct and maintain varying
models and sleeves, provide an overlay and rebalancing facility in a scalable,
cost-effective environment. This includes pre-trade compliance, audit trails
and customized web-enabled client reporting."
"Hanlon is a fast growing TAMP and we are extremely pleased to have gained it
as a client," said Alex Marasco, Senior Vice President and General Manager,
SS&C Technologies. "We pride ourselves on customer service and technology
innovation, with the goal of giving our clients the modern solutions they need
to gain a competitive edge in the wealth management industry."
Global Wealth Platform™ (GWP) is a proven web-based multi-currency UMA
platform that provides advanced overlay management including trade and
portfolio modeling and client reporting, with performance measurement at the
total account and sleeve level.
About Hanlon Investment Management, Inc.
Hanlon Investment Management is an SEC Registered Investment Advisor located
in Egg Harbor Township, N.J. Founded in 1999 and with $3.8 billion in AUM
today, Hanlon provides a comprehensive portfolio management solution for
advisors and their clients through its turnkey asset management platform
(TAMP). Hanlon offers investment management of portfolios held at Pershing,
Schwab and Fidelity, at thirteen VA companies on their variable annuity
products, and on various 401(k) - 403(b) platforms. Hanlon is also the
sub-advisor to a subaccount in the Transamerica variable annuity and Western
Reserve Life variable annuity and variable universal life products.
About SS&C Technologies
SS&C is a global provider of investment and financial software-enabled
services and software focused exclusively on the global financial services
industry. Founded in 1986, SS&C has its headquarters in Windsor, Connecticut
and offices around the world. Some 5,500 financial services organizations,
from the world's largest institutions to local firms, manage and account for
their investments using SS&C's products and services. These clients in the
aggregate manage over $26 trillion in assets.
Additional information aboutSS&C (Nasdaq:SSNC) is available
Follow SS&C on Twitter, Linkedin and Facebook.
The SS&C Technologies logo is available at
CONTACT: Patrick Pedonti Chief Financial Officer
Tel: +44 (0)20 3100 3613
Tel: +1 732 598 4270
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