SS&C Technologies Holdings, the US-listed financial software firm, has said that New Jersey-based Hanlon Investment Management has gone live on its Global Wealth Platform system.

Hanlon, which has selling agreements with more than 200 registered investment advisors and broker-dealers, is using the platform to serve this market, which requires services such as unified managed account capabilities.

“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 and chief investment officer at Hanlon.

Global Wealth Platform is a web-based multi-currency UMA platform. It provides services such as trade and portfolio modelling and client reporting, with performance measurement at the total account and sleeve level.

Hanlon Investment Management is an RIA located in Egg Harbor Township, NJ. It was founded in 1999 and has $3.8 billion in client assets. The firm manages portfolios held at Pershing, Schwab and Fidelity, among others.