Take Back Your Workday
Our goal is to lower your costs, increase revenue, and help you exceed your clients' expectations. We've brought together all the essential advisor tools into one easy-to-use platform with unparalleled back-office support. Free up your time and focus on serving your clients even better.
Our intuitive solution does everything. One portal for all accounts, even those held-away. Utilize dynamic financial planning tools, reporting, and presentations.
digital client onboarding | trading client reports | multi-strategy portfolios | dynamic financial planning
We take an open architecture approach to investment solutions to build unique portfolios. Seamlessly rebalance or execute trades across all accounts. Access to our experienced investment team for client meetings, portfolio analysis, market commentary, and our suite of nationally recognized portfolio strategies.
Scale your practice while having the flexibility and support to pivot when you need to. Building your practice with your vision and reduce the need to hire staff. Leverage our dedicated advisor support team that knows you by your name not Rep ID and responds quickly.
More Efficient. More Scalable. More Profitable.
Our technology and back-office support work hard for you so you can focus on increasing revenue and managing client relationships. Success comes in different shapes and sizes for every financial professional. We can implement a technology solution for a unique set of different needs and business models to make your practice more efficient and profitable.
Quartz Partners Portfolio Solutions
Etico embraces an open architecture approach for investment solutions empowering our financial professionals while offering a full suite of institutional quality strategies. Quartz Partners risk-based investment strategies are managed in real-time and dynamically adjusted as market conditions inevitably change. Our investment team can help attract and retain clients by analyzing investments, developing unique portfolios, and even participating in meetings as your investment team.
Refreshingly Different 401K & HSA Plans.
A retirement plan solution that prioritizes cost efficiency, innovative investments and as an ERISA 3(38) fiduciary can reduce employer liability.
Start A Conversation
Schedule a confidential conversation with someone on our executive team to find out how we can take your practice to the next level on your terms.