FOR IMMEDIATE RELEASE<\/p>\n\n\n\n
San Rafael, CA \u2014 January 15, 2026<\/p>\n\n\n\n
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\u2019t naturally meet.<\/p>\n\n\n\n\n\n\n\n
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\u2019s CyGem and Portal+ to add financial planning capabilities that allows advisors to provide financial planning. <\/p>\n\n\n\n
\u201cCSSI Solutions has been serving advisors for more than 30 years. This partnership with ECF is the latest evolution in the services CSSI Solutions provides,\u201d says Mike Herrera, General Manager at CSSI Solutions. \u201cIntegrating 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\u2019s 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.\u201d<\/p>\n\n\n\n
\u201cECF 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,\u201d says ECF founder Sergio Campos. \u201cThis 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.\u201d<\/p>\n\n\n\n
ECF\u2019s 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<\/a>. To learn more about ECF\u2019s capabilities, visit ECF\u2019s site ECF Financial Planning OS<\/a>.<\/p>\n\n\n\n ABOUT CSSI SOLUTIONS<\/p>\n\n\n\n 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.<\/p>\n\n\n\n ABOUT EL CAMINO FINANCIAL<\/p>\n\n\n\n El Camino Financial (ECF) is transforming financial planning with the industry\u2019s only mobile-first platform for financial planners. ECF\u2019s 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.<\/p>\n\n\n\n MEDIA CONTACT<\/p>\n\n\n\n El Camino Financial<\/p>\n\n\n\n