As early cloud adopters for their own business systems, HTA Advisory have developed solutions to meet the needs of their client base. These solutions have provided a quantifiable advantage for the firm itself - they are 60% more efficient than they were two years ago, and turnaround time for client work has improved dramatically. While still providing a high level of service for clients, adding automation processes has enabled the firm to be both more effective, and to compete with larger businesses.
The key to this success has been to deliver innovation to their clients through:
- HTA Business Systems - a separate business area focusing on the implementation of 'Software as a Service' SaaS/Cloud systems for clients
- HTA Wealth Portal - a separate portal where clients can manage their personal finances in one place
Why Business Systems?
With most of their client base using Xero, HTA Advisory identified an opportunity early on for their clients to use cloud-based technology to streamline their accounting, management and administration processes. Recommending and integrating ‘best of breed’ innovative software means their clients are free to focus on what they do best, improving efficiencies, and adding value to the overall bottom line. HTA Advisory also assist with Xero and WorkFlowMax implementations.
There’s increasingly a need for professional strategic advice and mentoring to assist with achieving longer term goals, financial wellbeing and wealth creation. The recent launch of their Wealth Portal addresses this need, and clients can have all of their key data for their assets in one place. This portal is powered by myprosperity and utilises a wide range of real-time data feeds. Information on property, superannuation, vehicles and investments alongside general financial information come together in one convenient online location.
With their Business Systems focus and personal Wealth Portal alongside a range of services, HTA Advisory are well positioned to assist clients on all levels. Fostering an innovative culture and approach to their own business has provided a competitive advantage they’re happy to leverage and share.