HTK Receives Albridge Data Excellence Award | HTK

HTK is one of 15 firms to be recognized by BNY Mellon’s Albridge for its data quality in WealthView, HTK's consolidated reporting platform.

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.

HTK and BNY Mellon’s Albridge are separate and unrelated entities. This award does not predict future investment success. 3394741RB_Jan23

Follow along with the latest from HTK. Follow On Linkedin

Read More by this Author

Welcome Lori Bogatz to 1847Financial

Company News

Lori Bogatz has joined 1847Financial as AVP of BD/RIA Operations, leading the BD/RIA operations teams within HTK....

Welcome Lori Bogatz to 1847Financial Read More

Welcoming 1847Financial Managing Principal Brandon Mann

Company News

We are excited to announce that Brandon Mann has joined 1847Financial as the Managing Principal for our Utah/Arizon...

Welcoming 1847Financial Managing Principal Brandon Mann Read More

Welcoming Susanne Denby to HTK

Company News

Effective December 16, Susanne Denby has joined HTK to serve as the AVP of Supervision and Suitability....

Welcoming Susanne Denby to HTK Read More