BNY Mellon’s Albridge, an industry leader in aggregating multi-custodial, insurance and direct-to-fund data, has recognized HTK as a Data Excellence Award winner for 2020. The Albridge Data Excellence Awards honor and celebrate the achievements of Albridge clients, partners, data providers and product companies that help tackle the current data challenges facing our industry and create a better financial services experience.
The award recognizes firms that participate in the Data Quality Forum at Albridge and have received a top combined data excellence score at Albridge, based on key performance indicators (KPIs). According to Albridge, the KPIs represent the quality of data seen by HTK financial professionals in WealthView, which is powered by Albridge’s Wealth Reporting and Insights platform. It is also a representation of HTK working with quality product companies and data sources that share a passion for data excellence.
“Since 2015, Albridge has recognized its most impactful clients with the Data Excellence Award to reflect our gratitude to those resources that has driven thousands of meaningful improvements to the quality of data across our industry,” says Robert Hehn, director of risk management and operations at Albridge. “The Data Quality Forum is a remarkable community of talented resources from financial institutions, broker-dealers, RIAs, product companies, data sources and partners that continue to make data excellence a reality each and every day.”
HTK associates Barb Davis and Suzanne Young, who are members of the Data Quality Forum at Albridge for HTK, made improvements to the data quality and mapping within WealthView during 2020, which helped enhance the reporting features and functionalities for HTK financial professionals and clients. “This award validates the work of our team and partners over the past year, and our continued commitment to data integrity and excellence,” says Tracy Zimmerer, managing director of operations, HTK.
Read the announcement from Albridge here.