Client Profiling

Understand your clients from the start.
ECF Discovery simplifies the collection of financial information, goals, and priorities through a structured process. Build comprehensive client profiles that support financial planning, Know Your Customer (KYC) requirements, and informed investment recommendations.

Financial Dashboard

A clear picture of your client's financial life.
ECF Snapshot brings essential financial information together in an organized dashboard, giving advisors and clients a shared understanding of their financial position and a foundation for meaningful financial conversations.

Secure Connectivity

Securely connect advisors, clients, and devices.
ECF Connect enables secure information sharing across web and mobile platforms, providing a consistent and connected experience for advisors and their clients.

Platform Management

Your firm. Your brand. Your platform.
ECF CMS provides centralized administrative control, allowing firms to manage users, customize their platform, and deliver a private-label financial planning experience that reflects their firm's identity.