HTK announces the launch of the HTK Flex Vendor Program, a suite of business solutions and tools to help financial professionals registered with HTK manage and build their financial practices.

Through the HTK Flex Vendor Program, HTK financial professionals have access to and receive discounted rates from several industry-leading tools and software spanning six specialties: customer relationship management (CRM), financial planning, investment research, client reporting, paperless office (document management), and marketing and social media. These solutions are in addition to the state-of-the-art tools and systems already in place at HTK and available to HTK financial professionals.

“At HTK, we continually evaluate the latest technology to offer our financial professionals the best-in-class solutions available,” says Tracy Zimmerer, managing director of operations, HTK. “We also understand that the choices on the market can be overwhelming for the independent financial professional. For this initiative, we carefully researched the tools in high demand among financial professionals today, as well as vetted tools for compatibility, functionality and special features to help our financial professionals work more efficiently and best serve their clients.”

Solution providers who are part of the HTK Flex Vendor Program include eMoney, Envestnet MoneyGuide, Fi360, FMG Suite, Junxure, Redtail, Riskalyze, Zacks and others. Industry-leading solutions that are currently offered to financial professionals affiliated with HTK include Ebix SmartOffice, BNY Mellon’s Albridge, Hootsuite, Morningstar AWS and more.

“One of the hallmarks of HTK is our flexible platform, and we are committed to supporting our financial professionals to build their practice, their way,” says Tim Donahue, president and CEO, HTK. “With the HTK Flex Vendor Program, we are delivering upon our promise of the freedom of choice, so that our financial professionals can select the tools and software that best fit the unique needs of their business.”

HTK financial professionals will work directly with third-party vendors to use their tools. Each participating vendor has agreed to provide the HTK network of more than 800 financial professionals with special discounted rates. HTK financial professionals can learn more about the HTK Flex Vendor Program by logging on to the HTK Resource Center.