Hanlon Mobile 4+

Hanlon Investment Management

Designed for iPad

    • Free

Screenshots

Description

Hanlon Mobile allows you to access your accounts managed and stay up to date with your investments wherever you use your mobile devices. You can view your individual account values and holdings, access your document vault to view signed account documents, the Quarterly Report Packages as well as integration of custodial documents to obtain account statements, tax documents and notifications via e-delivery.

What’s New

Version 5.14.0

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

App Privacy

The developer, Hanlon Investment Management, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Identifiers
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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