ECF launched with a mobile app from day one, because we know it’s vital to have access to your client’s financial information — even when you’re on the move. Many advisors still rely on antiquated financial planning tools that keep you tethered to your desktop and can hinder a financial advisor’s high-touch business.
ECF Mobile Updates: Mobile Features for Advisors on the Go Read More »
New integration provides new and breakaway advisors with financial planning capabilities within a broader turnkey solution FOR IMMEDIATE RELEASE San Rafael, CA — January 15, 2026 El Camino Financial (ECF), a financial planning tool built for advisors looking to enhance the client experience, today announces a partnership with CSSI Solutions, a financial technology solutions provider that will give ECF access to advisors ECF wouldn’t naturally meet.
El Camino Financial and CSSI Solutions Announce Partnership Read More »
UPDATE: ECF’s BIG announcement has been delayed to January 15, 2026. Thank you for your patience! ECF is excited continue to provide the best Financial Planning tool for Financial Advisors in 2026! As we enter 2026, we’re excited to share that El Camino Financial will be announcing a new partnership on January 1, 2026. This upcoming partnership is centered on supporting financial planners with better infrastructure tools designed for how financial planning firms actually operate.
Something Big Is Coming: Partnership Announcement on January 1, 2026 Read More »
As a financial advisor, you have a duty to keep your clients’ personally identifiable information (PII) safe and secure. In the old days, that meant keeping file cabinets locked and a paper shredder handy. However, today’s advisory firms rely on technology to provide a modern client experience. No longer confined to paper records, your client data is now digitized and often stored on cloud-based platforms.
ECF Connect: 4 Security Features To Support Modern Financial Advisors Read More »
The client discovery process is where you lay the groundwork for success. When the process is managed well, it provides you all the essential information you need to offer strong guidance and have productive conversations with your clients.
Meet ECF Discovery: Your Secret Weapon for Navigating Client Meetings with Ease Read More »
Are your tech tools helping or hurting your conversations with clients? Many advisors find themselves stuck with legacy platforms that are difficult to use, loaded down with unnecessary features, time-intensive to manage, and don’t allow for seamless collaboration with anyone—team members or clients. ECF set out to create a platform that unifies client data in one place and makes it easy to share all that information with clients in your care. When you and your clients can see a complete financial picture, you can have better conversations about where they stand today, what goals they want to reach tomorrow, and how to get there.
ECF Product Updates: Designed to Enable Better Financial Planning Conversations Read More »
At the heart of ECF is a suite of top-tier financial planning applications built to support and elevate your work as an advisor. However, ECF is more than a financial planning tool. It’s about delivering a personalized, engaging experience for your clients and streamlining your practice with our unique productivity features. Let’s explore a few features that make ECF unique.
ECF: More Than A Top-Tier Financial Planning Application Read More »
Hi Everyone. In this video, ECF Founder Sergio will go through the ECF for Financial Professionals service offering. Thank you for tuning in! To schedule a demo, please visit https://elcaminofinancial.com/ or email hello@elcaminofinancial.com. Thank you!
Video: ECF For Financial Professionals Read More »
Dear ECF Members, I’m excited to share some important updates with you regarding ECF. While it’s never easy to make big decisions, we believe these changes will ultimately enhance your experience with our platform.
ECF Updates for March 2024 Read More »
ECF’s Sergio Campos had the pleasure of joining Joseph Hadaway on his Podcast Strive to FI. Strive to FI is a podcast focused on personal finance. In this episode of Strive to FI, Sergio shares the story of ECF and what makes it the best personal finance app on the market! If you have not signed up for ECF, you can register today at https://elcaminofinancial.com/login. You can watch other great episodes of Strive to FI at http://www.youtube.com/@strivetofi. Enjoy!
ECF Joins Personal Finance Podcast Strive to FI w/ Joseph Hadaway Read More »
