Flexible Platform

Technology that’s built to evolve

At HTK, we understand the importance of flexibility — giving financial advisers the independence to build their practice, their way. But we also know that too many options for financial tools and technology can be confusing or overwhelming. When you partner with HTK, you can count on us to do the legwork and simplify the selection process for you, without restricting your freedom of choice.

We continually evaluate the latest solutions available. Our advisers have access to a full suite of best-in-class solution providers and can rest assured that these tools have been carefully vetted for security, compliance and compatibility.

Helping you work smarter

HTK partners with the industry’s leading solution providers, so that advisers can choose the tools to help them build their client base and stay competitive. Because these tools are integrated with our core platform — and available both on desktop and mobile — you can save time and work more efficiently.


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Delivering robust financial solutions

HTK offers a comprehensive range of financial protection and investment solutions for clients through our product platform. Our solutions are designed to support your goals as an independent adviser and to help you meet the unique needs of your clients.

Financial Planning

Financial Planning

Investment Advisory

Investment Advisory

Life Insurance

Life Insurance

Mutual Funds

Mutual Funds

Retirement Plans

Retirement Plans

Variable Annuities

Variable Annuities

Get in touch

Interested in learning more about how we can partner together?

Contact us