The complete suite of solutions offers HTK financial advisers more options for managing their business
HORSHAM, Pa.–(BUSINESS WIRE)–Hornor, Townsend & Kent, LLC (HTK), a top broker-dealer and registered investment adviser supporting independent financial advisers across the U.S., announces the launch of the HTK Flex Vendor Program, a suite of business solutions and tools to help advisers registered with HTK manage and build their financial practices.
Through the HTK Flex Vendor Program, HTK advisers have access to and receive discounted rates from several industry-leading tools and software spanning six specialties: customer relationship management (CRM), financial planning, investment research, client reporting, paperless office (document management), and marketing and social media. These solutions are in addition to the state-of-the-art tools and systems already in place at HTK and available to HTK advisers.
“At HTK, we continually evaluate the latest technology to offer our advisers the best-in-class solutions available,” says Tracy Zimmerer, managing director of operations, HTK. “We also understand that the choices on the market can be overwhelming for the independent adviser. For this initiative, we carefully researched the tools in high demand among financial advisers today, as well as vetted tools for compatibility, functionality and special features to help our advisers work more efficiently and best serve their clients.”
Solution providers who are part of the HTK Flex Vendor Program include eMoney, Envestnet MoneyGuide, Fi360, FMG Suite, Junxure, Redtail, Riskalyze, Zacks and others. Industry-leading solutions that are currently offered to advisers affiliated with HTK include Ebix SmartOffice, BNY Mellon’s Albridge, Hootsuite, Morningstar AWS and more.
“One of the hallmarks of HTK is our flexible platform, and we are committed to supporting our advisers to build their practice, their way,” says Tim Donahue, president and CEO, HTK. “With the HTK Flex Vendor Program, we are delivering upon our promise of the freedom of choice, so that our advisers can select the tools and software that best fit the unique needs of their business.”
HTK advisers will work directly with third-party vendors to use their tools. Each participating vendor has agreed to provide the HTK network of more than 800 financial advisers with special discounted rates.
HTK advisers can learn more about the HTK Vendor Program by logging on to the HTK Resource Center. For more information about HTK, visit www.htk.com.
HTK is a broker-dealer and registered investment adviser supporting independent financial advisers across the U.S. For more than 50 years, HTK has been the trusted partner supporting advisers on their path to success. HTK is committed to offering advisers the independence to build their practice their way through the delivery of a flexible platform, leading solutions and personalized service. Hornor, Townsend & Kent, LLC (HTK) is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Member FINRA/SIPC. Visit www.htk.com.
© 2019 Hornor, Townsend & Kent, LLC, 600 Dresher Road, Horsham, PA 19044, 800-873-7637.