Goal Bridge is now available to all HTK financial professionals through Morningstar Advisor Workstation via Pershing NetX360.
“HTK is proud to expand its Morningstar technology portfolio with Goal Bridge,” says Tom Harris, HTK interim CEO and Penn Mutual executive vice president and chief distribution officer. “As HTK focuses on strengthening its technology to take the broker-dealer to the next level, Goal Bridge provides an opportunity to offer our financial professionals an all-in-one tool to conduct investment analysis for clients through industry leader Morningstar.”
With Goal Bridge, financial professionals can centralize their goal setting, portfolio review, proposal delivery and plan development onto one platform. Goal Bridge supports accurate holdings-based analysis by linking an investment plan directly to a client’s stated goals. The tool also provides the ability to create goal-funding forecasts and plans, and make investment proposals for each goal.
“Behavioral science research from Morningstar showed that 73% of investors changed at least one of their previously identified top three goals after reviewing and prioritizing financial goals from a master list,” says Jeff Schwantz, general manager, global head of advisor client experience, Morningstar. “Goal Bridge promotes real advisor-client collaboration to identify meaningful goals and visually connect them to the personalized investment plans.”
Visit Morningstar's website to learn more.