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Technology and Tools

The information you need—when you need it

HTK offers a platform core of comprehensive technologies designed to help you grow and manage your business.

Our tools are designed to integrate for streamlined efficiency, ensuring your client information can be accessed anywhere, anytime.

  • SmartOffice CRM

    SmartOffice is the industry-leading, state-of-the-art Customer Relationship Management (CRM) system from EbixCRM. SmartOffice interfaces with all HTK’s core tools, as well as Microsoft Office, Financial Profiles+, Morningstar Advisor Workstation,, and Laser App.

  • WealthView (Albridge Solutions)

    WealthView is HTK’s consolidated reporting platform provided by Albridge Solutions, an industry leader in providing consolidated data through a web-based portfolio accounting and performance reporting application. Advisors get immediate, online access to clients’ portfolio information across multiple product lines.

  • NetX360 & NetX360 Mobile

    HTK’s NetX360 Basic package provides you with easy access to client account information, trading and quotes held with Pershing. You can also tap into news and research and effortlessly access a variety of content from industry leaders in an intuitive, point-and-click environment.

  • Pershing NETXInvestor

    NETXInvestor provides clients with online access to account information, statements, trade confirmations, quotes, news, and research.  Clients can quickly and easily download their account information into popular tax software such as Turbo Tax and Quicken.

  • Social Media

    You’re already an expert in establishing relationships with your prospects and clients. Today, many financial professionals are forming new relationships online through social media. HTK makes it easy for you to build your business using Facebook, LinkedIn and Twitter through our social media partnerships.

  • Morningstar Advisor Workstation (AWS)

    • Provides advisers with sophisticated investment research, in-depth portfolio analysis and easy-to-understand client communications, covering mutual funds, ETFs, stocks, bonds, variable annuity/life and 529-Plans.
    • Includes a powerful Best Interest Proposal System, to document and demonstrate your advice to clients, especially with increasing regulatory requirements for documentation. This new system gives you the ability to generate a detailed client proposal that includes a risk analysis, investment research and full disclosure of fees, which will meet HTK’s requirements for best interest advice.
    • Morningstar Annuity Intelligence is the industry leader for simplified analysis of a client’s existing or potential new annuity products, and provides client-approved reports with simple language to demonstrate the complex benefits, especially for 1035 exchanges.

Other integrated tools available

  • Planning software support to help you target specific planning needs
  • with pre-written, approved content for marketing purposes
  • Website development through several approved vendors
  • Laser App Software, the industry standard for form-filling software
  • PaperClip and Docupace paperless solutions for improved document management and storage

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