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