Established in 2021, El Camino Financial (ECF) is celebrating five years of equipping financial planners with time-tested financial planning tools they can put to work today.
As we celebrate this milestone, we’re excited to share several updates that make ECF easier to access, easier to use, and more flexible for financial planning firms.
1. ECF Updates Across Web, Mobile & Tablet
We’ve updated the ECF tablet experience to provide the same seamless functionality advisors have come to expect on the web and mobile.
Whether you’re working from your desk, sitting with a client and reviewing their financial picture on a tablet, or accessing ECF from your phone, the platform is designed to work across devices.
For advisors, that means greater flexibility in how and where financial planning conversations take place.
2. Get Started with Express Checkout
We’ve also made it easier to get started with ECF.
No sales demo required.
With Express Checkout directly from the ECF homepage, financial planners can get started with ECF without going through a traditional software sales process. As soon as you check out, someone from our implementation team with reach out to you.
You can find our checkout cart here and on our home page: Checkout
3. ECF Connect – Customization and Scalability for Financial Planners
ECF Connect gives financial planning firms flexibility in how they deliver financial planning technology to their advisors and clients.
With White Label, firms can customize the ECF experience with their own branding, creating a more consistent experience for their advisors and clients.
With Multi-Tenancy, organizations can support multiple firms, advisors, or teams from a shared ECF platform while maintaining separate environments for each.
Whether you’re an independent financial planner or an organization supporting multiple advisory teams, ECF can adapt to the way you do business.
4. What’s Next?
We have a few ideas in the works but we would love to hear from financial planners like you. Interested in helping us build the future of financial planning? Please reach out to us.
5. Continuing to Build
ECF’s focus remains the same: help financial planners focus on the fundamentals and put practical financial planning tools to work today.
Five years in, ECF continues to evolve while staying focused on making financial planning technology practical, accessible, and easy to use.
We’re grateful to the advisors, users, partners, and supporters who have been part of ECF’s first five years.
Thank you for being part of the journey. If you have any questions please use our contact form at elcaminofinancial.com and someone will get back to you ASAP.