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 Private label
ECF’s private label offering empowers you to tailor our applications to your firm’s unique needs. Elevate your brand—on the web and in app stores—seamlessly and professionally. Plus, with the option to self-host your data, you gain greater control and enhanced privacy over your clients’ information.
🔍 Advanced Planning Tools
ECF features robust planning tools such as a comprehensive retirement calculator and the ability to input and analyze investment portfolio data. These tools are designed to help you and your clients build detailed, actionable plans for a confident financial future.
✏️ Customize and Control Your Client’s Experience
Every advisor and every client relationship is unique, and ECF embraces that.
You have full control to control your clients experience. Want clients to lean on you as the expert? Keep snapshot creation advisor-only and offering clients more of a read-only experience.
Prefer to empower your clients to take a more active role? Enable them to create snapshots themselves, which then seamlessly appear in your view too.
👀 Log in as Your Client
ECF makes it easy to understand exactly what your client’s see. With our client-view feature, you can log in as any client to experience the platform from their perspective. This helps ensure clarity, improve communication, and refine the client experience.
📚 Build Your Own Company Client Wiki
Having a company wiki is an invaluable asset for both clients and internal team members. It’s an engaging space to help clients feel connected and informed. It serves as a centralized, easily accessible knowledge hub that streamlines communication, training, and support. For clients, a well-structured wiki can offer detailed product guides, FAQs, onboarding resources, and troubleshooting tips—helping them get the most out of your services without waiting for direct assistance. Internally, it becomes a living resource for company policies, process documentation, best practices, and training materials, empowering team members to work more efficiently and consistently. By documenting and sharing institutional knowledge, a company wiki not only saves time but also fosters transparency, collaboration, and continuous improvement across your organization.
📨 Stay Connected: Newsletters & Mass Communication
Keeping clients updated is effortless with ECF. Create and manage mass communications directly through the platform. This helps maintain consistent, frequent, and professional contact with your clients.
📱 Exceptional Mobile & Desktop Experience
Whether your clients prefer their smartphone, tablet, or computer, ECF is there for them. We’ve invested in designing an intuitive, responsive mobile and desktop experience that keeps financial planning accessible anytime, anywhere.
Plus, ECF is available on major app stores, making it easy for clients to download and engage.
ECF combines powerful planning tools, rich customization, and thoughtful client engagement features—all designed to help you deliver exceptional service and deepen your client relationships.