HTK is pleased to now offer our investment advisory representatives (IARs) the BlackRock Advisor Center, a suite of powerful portfolio and planning capabilities from a leading global investment manager and investment solutions provider. As part of their affiliation with HTK, IARs can access these sophisticated digital tools through HTK's core investment advisory platform, the HTK Advisory Series powered by Envestnet.
“At HTK, we are committed to providing our financial professionals with state-of-the-art technology to help them make deeper connections with clients and place the value of their advice at the forefront of client conversations,” says Dusten Long, managing director of adviser support and product management, HTK. “It’s why we partner with industry leaders, like Envestnet, for our core technologies, and now, financial professionals can access these impressive BlackRock tools right at their fingertips through the Envestnet desktop — and gain deeper insights and have more confidence in the portfolios they build.”
The Advisor Center includes:
- 360˚ Evaluator, which allows advisers to analyze portfolios from all angles — performance, risk and cost — with custom insights tailored to each portfolio;
- Scenario Tester, for stress testing portfolios against 30+ market events to set expectations for how it might react; and
- Tax Estimator, to anticipate taxable distributions with a view of estimated capital gains distributions for more than 7,000 funds in one place (coming in October).
The BlackRock Advisor Center is powered by BlackRock’s Aladdin and is built on the same risk technology used by some of the world’s largest financial institutions.
In addition to the BlackRock Advisor Center, BlackRock iRetire is also now available to HTK IARs on Envestnet. The iRetire tool quickly illustrates how financial professionals can help clients and prospects navigate tradeoffs in the ways they save, spend and invest to and through retirement.
The introduction of the BlackRock tools is one of several enhancements that HTK has made to its investment advisory platform over the past several months. Other enhancements include eliminating ticket charges and reducing platform fees; improving block trading capabilities; and expanding options for modular and comprehensive fee-based financial planning.
“As HTK continues to support the growth of the advice-driven business model, we understand that continuous improvement is key,” says Tim Donahue, president and CEO, HTK. “We remain focused on providing our financial professionals with the platform and tools they need to be successful and best serve their clients.”