Understand your client’s financial life from the start.ECF Discovery provides a structured process for gathering client financial goals, priorities, and financial information. This process helps advisors build a comprehensive client profile that supports financial planning, KYC requirements, and informed investment recommendations.
A clear view of the client’s financial picture.ECF Snapshot delivers a curated financial dashboard that brings together key financial information in one place, giving advisors and clients a shared, organized view of the client’s financial life.
Securely connect advisors, clients, and devices.ECF Connect enables seamless and secure data sharing across web and mobile environments, allowing financial information to move efficiently between advisors and clients.
Control, customize, and scale your platform.ECF CMS provides full administrative control and customization capabilities, allowing firms to manage workflows, users, and private-label branding to match their firm’s identity.
ECF helps advisory firms organize and document the client financial profile, strengthen client engagement, and create a clear foundation for delivering fiduciary, suitable financial guidance.
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ECF began with a mission to make financial planning more accessible.
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