By: Micah Wei, AVP, Investment & Advisory Services HTK

HTK is one of the first broker-dealers to offer Envestnet Advisor Analytics to all advisors across our network.

This new platform gives advisors a more complete view of their advisory practice. It combines data, benchmarking and dynamic dashboards to help identify growth opportunities and strengthen client engagement.

Accessible via single sign-on through the Envestnet Advisor Portal, Advisor Analytics delivers detailed practice-level reporting, peer comparisons and a powerful Insights Engine. The platform updates weekly and provides performance and fee benchmarking, proposal analytics and client-level scorecards. Everything is built to help advisors stay ahead of trends and better align planning conversations with client needs.

According to Andrew Brick, Director, Envestnet Data Solutions:

For firm leaders like Michael Kane, 1847Financial Managing Principal, this tool is a game changer:

To learn more about Envestnet Advisor Analytics, visit envestnet.com/data-solutions.
To learn more about joining 1847Financial and HTK email joinus@1847Financial.com.

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