Technology
Grow your business
We know that the key to success is through the right technology suite that empowers you to grow your business and retain your clients through efficiency, scalability, and automation. Here’s just a few examples:
Technology
Attract prospects and delight clients with leading digital marketing tools for your website, email campaigns, and social media presence.
Refine your sales process with LEAP® and LEAP Pro® with a collection of presentations, calculators and stories, as well as our online client portal to do fact finding, cash flow analysis, and a comprehensive view of your client’s financial picture.
Support every stage of the client lifecycle, from illustration through claims with ACE, our Accelerated Client Experience.
MANAGE
Manage your book of business through leading technology tools like InSight, NetX360 and WealthView, Envestnet, Morningstar, Redtail, AdvicePay, and FMG Marketing Suite. Take a closer look at each of the solutions in our overall tech stack.
- Core Platforms
- Financial Planning
- Relationship Management and Marketing
- Analysis & Reporting
- Compensation
- Compliance & Supervision
- File Storage & Sharing
Technology
Explore Affiliation Tools
Available complimentary to you with your HTK affiliation. Certain limitations may apply.
Core Platforms
Pershing NetX360
Platform and all-in-one workstation for conducting and managing brokerage business, also serving as a gateway to research, analytics, and more.
Core Platforms
Envestnet
Platform and full suite of solutions to help you build and support your fee-based advisory business.
Analysis and Reporting
Morningstar
Powerful suite of research, portfolio analysis, goal planning, and sales presentation tools.
Analysis and Reporting
WealthView (Pershing X)
Consolidated wealth reporting offering client insights to financial picture and performance.
Compliance and Supervision
Fi360 Decision Optimizer
Digital workflow to support PTE 2020-02 regulatory requirements for retirement accounts, transfers, and rollovers.
Financial Planning
AdvicePay
All-in-one workflow and payment platform custom- built for fee-based financial planning.
Relationship Management and Marketing
FMG (Content Central)
Marketing suite with a robust content library and integrated advertising review.
Files Storage and Sharing
Amazon WorkDocs
Manage, share, and collaborate on files with your clients and staff.
Tool
Celltrust
Marketing
ClickFunnels
Paperwork
Docupace
Files Storage and Sharing
Docusign
Financial Planning
eMoney
Marketing
Social Media
Facebook, LinkedIn, and X (formerly Twitter) can help you grow your digital reach.
Tool
Paperclip
CRM
Redtail
Marketing
Referme IQ
Tool
Right Capital
Financial Planning
Riskalyze
Tool
Smart Office
Tool
Wealthbox
Tool
WealthView
Research
