Technology
Grow your business
We know that the key to success is through the right technology suite that empowers you to grow your business and retain your clients through efficiency, scalability, and automation. Here are just a few examples:
Technology
Attract prospects and delight clients with leading digital marketing tools for your website, email campaigns, and social media presence.
Refine your sales process with LEAP® and LEAP Pro® with a collection of presentations, calculators and stories, as well as our online client portal to do fact-finding, cash flow analysis, and a comprehensive view of your client’s financial picture.
Support every stage of the client lifecycle, from illustration through claims with ACE, our Accelerated Client Experience.
LEAP®, Leap-The Model for Financial Success™, The Leap Model™, Macro Manager™, Personal Macro Economics Process™, Wealth In Motion®, Protection, Savings, and Growth Model®, and Lifetime Economic Acceleration Process™ are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of Penn Mutual Life Insurance Company (PML). HTK is a wholly owned subsidiary of PML. Trademarks belong to their respective owners.
MANAGE
Manage your book of business through leading technology tools like InSight, NetX360, WealthView, Envestnet, Morningstar, Redtail, AdvicePay, and FMG Marketing Suite. Take a closer look at each of the solutions in our overall tech stack.
- Core Platforms
- Financial Planning
- Relationship Management and Marketing
- Analysis & Reporting
- Compensation
- Compliance & Supervision
- File Storage & Sharing
Technology
Explore Affiliation Tools
Here are just a few examples of tools available complimentary to you with your HTK affiliation. Certain limitations may apply.
Core Platforms
Pershing NetX360
Platform and all-in-one workstation for conducting and managing brokerage business, also serving as a gateway to research, analytics, and more.
Core Platforms
Envestnet
Platform and full suite of solutions to help you build and support your fee-based advisory business.
Analysis and Reporting
Morningstar
Powerful suite of research, portfolio analysis, goal planning, and sales presentation tools.
Analysis and Reporting
WealthView (Pershing X)
Consolidated wealth reporting offering client insights into financial picture and performance.
Compliance and Supervision
Fi360 Decision Optimizer
Digital workflow to support PTE 2020-02 regulatory requirements for retirement accounts, transfers, and rollovers.
Financial Planning
AdvicePay
All-in-one workflow and payment platform custom-built for fee-based financial planning.
Relationship Management and Marketing
FMG (Content Central)
Marketing suite with a robust content library and integrated advertising review.
Files Storage and Sharing
Amazon WorkDocs
Manage, share, and collaborate on files with your clients and staff.
