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.
CSSI Solutions now offers ECF as part of its CyGem Service and Portal+ offering, a turnkey back office solution designed for new and breakaway RIA advisors. The ECF platform integrates with CSSI’s CyGem and Portal+ to add financial planning capabilities that allows advisors to provide financial planning.
“CSSI Solutions has been serving advisors for more than 30 years. This partnership with ECF is the latest evolution in the services CSSI Solutions provides,” says Mike Herrera, General Manager at CSSI Solutions. “Integrating ECF into our platform provides our RIAs with a tool for the financial planning process that is streamlined and scalable. During our evaluation of ECF, we found that ECF’s innovative advice engagement process fit exactly what RIA advisors need. Establishing a collaborative environment and tracking progress versus emphasizing analytics we see as a key to successful client relationships. While CSSI provides customers with cost-effective consulting, back office, cloud hosting, and data services, we felt the ECF relationship was a natural fit and service extension for our customers.”
“ECF is incredibly thankful to partner with a leader like CSSI Solutions. ECF shares a commitment to helping breakaway and independent advisors effectively scale while providing great client service,” says ECF founder Sergio Campos. “This is only the beginning of our integration with CSSI Solutions, and ECF is excited to see this relationship grow as we find new ways to serve advisors.”
ECF’s mobile and desktop applications are now available to CSSI Solutions’ CyGem customers as of January 15, 2026. Learn how to enhance your operations with CSSI Solutions. To learn more about ECF’s capabilities, visit ECF’s site ECF Financial Planning OS.
ABOUT CSSI SOLUTIONS
CSSI Solutions CyGem and Portal+ platforms provide RIAs, asset managers, and institutional advisors with reporting, packaging, document delivery, and data visualizations, putting them at the entire organization’s fingertips without all the cost typically associated with firm-based solutions. CSSI also offers secure, scalable cloud hosting, data services, consulting, and outsourced back office support tailored to advisory firms. Founded in 1995, CSSI combines deep industry expertise with cutting-edge technology to help firms optimize operations and focus on growth.
ABOUT EL CAMINO FINANCIAL
El Camino Financial (ECF) is transforming financial planning with the industry’s only mobile-first platform for financial planners. ECF’s multi-tenant architecture delivers a seamless collaborative experience for financial planners and their clients. ECF also eliminates information silos by integrating features through a financial planner lens.
MEDIA CONTACT
El Camino Financial
CSSI Solutions