Albridge Solutions Inc.’s enterprise data management (EDM) and wealth reporting technology has been selected by Hornor, Townsend & Kent, Inc., a wholly owned broker dealer subsidiary of The Penn Mutual Life Insurance Company (Penn Mutual).
In implementing the Albridge Wealth Reporting technology application, Hornor, Townsend & Kent (HTK) will provide its registered representatives with the ability to generate consolidated client statements and detailed reporting on their clients’ assets.
“Research from Phoenix Marketing International shows that investors view the level of knowledge and dependability of their financial professional or adviser as the top drivers of client loyalty,” said Rob Lazarus, senior vice president, chief operating officer/chief compliance officer of Hornor, Townsend & Kent, Inc. “Albridge Wealth Reporting is a powerful tool that provides our registered representatives with the ability to access and report a consolidated view of their clients’ assets, enabling them to take a significant step toward establishing and further strengthening client loyalty.”