Updates

ECF 2026 ANNOUNCEMENT

Something Big Is Coming: Partnership Announcement on January 1, 2026

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.

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OCTOBER 2025 UPDATES

ECF Product Updates: Designed to Enable Better Financial Planning Conversations

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.

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ECF: More Than A Top-Tier Financial Planning Application

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.

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ECF Jan 2024 Updates

ECF Recent Updates as of January 2024

We have released a number of updates in the last couple of months. You may have seen them in the ECF app already. These updates demonstrate our commitment to ECF customer satisfaction and product improvement by incorporating feedback from customers. The focus on security measures like email verification and account suspension, along with added functionalities such as exporting reports and sharing previews, contributes to a more robust and user-friendly experience within the ECF app.

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