The Flex Vendor Program offers HTK financial professionals the ability to select from and work with vendors for customer relationship management (CRM), financial planning, investment analysis and research, client reporting, paperless office (document management), and marketing and social media.

“Our platform is designed to provide independent financial professionals with the freedom to select the technology that will best serve the needs of their practice,” says Tracy Zimmerer, managing director of operations, HTK. “Through the Flex Vendor Program, HTK has partnered with today’s best-in-class, high-demand solutions. We are excited to now have Advisys and Asset-Map in the program.”

Advisys says its solution helps financial professionals answer clients' most important financial questions in minutes. It combines goals-based financial strategies, client education, presentation materials and calculators in a single solution. With Advisys, financial professionals can create retirement strategies, analyze life insurance needs, produce college funding plans, conduct investor risk analysis and develop asset allocation models.

Asset-Map offers a straightforward visual experience that displays all of a household’s finances, so that a financial professional can address gaps in a financial plan as well as uncover new opportunities for clients.

Other solution providers who are part of the HTK technology platform include BNY Mellon’s Albridge, eMoney, Envestnet MoneyGuide, Fi360, FMG Suite, Hootsuite, Junxure, Morningstar Advisor Workstation, Redtail, Riskalyze and Zacks Advisor Tools.