What We Do.
Own Your Journey with Comprehensive
Practice Support from Etico.
The Etico Advantage
The landscape is changing. Clients have a sea of choices and they expect more. That is why Etico was built from the bottom up by advisors for advisors. To empower our financial professionals with the tools and support to grow an exceptional practice unique to them. Our full-service solutions, delivers world-class service, and efficient, customized technology that's tailored to your needs. With one support team and one platform no matter your business model, Etico is committed to taking your business where you want to go. Build your practice without compromise.
> White Glove Advisor Service
Our advisor support team is an extension of your practice, as if they were hired by you directly. Our advisor support team and available innovative technology will help your practice scale up without having to focus time and energy on staffing and administrative burdens.
> Transparent, Competitive Payouts
Many firms offer high payouts then increase their margins through “death by a thousand fees”. Etico takes the opposite approach: our payouts are competitive, transparent and easy to understand. Payments are processed correctly, on time and deposited into your bank account. Let us show you how your revenue can increase day one.
> Innovative Technology Stack
We provide true seamless integration with other technologies to empower you with information and streamline your business. Our technology stack is wherever you are and can turn tasks like proposal generation, financial planning and account opening into minutes rather than hours.
> Open Architecture Investment Ecosystem
We understand that advisory solutions need to be as unique as the clients you are working with. That is why you will find Etico refreshingly different with our open architecture approach to investing and insurance products.
Investment Solutions.
> Outsourced CIO
Our investment management team is here to make sense of the investing terrain and to arm you with real-time insights to use in helping your clients meet their financial aspirations. They also can actively manage your client accounts in one of their time tested portfolios or build a one-off custom portfolio.
OUR TECHNOLOGY
Streamlines. Automates. Scales. Simplifies.
Aging and bloated proprietary technology stacks often bog down workflows. Our technology is wherever you are, in the office or in the field. Etico provides true seamless integration with all the technologies to streamline your business. Our technology and back-office ecosystem work hard for you in an integrated manner, allowing you to focus on increasing revenue and building relationships with your clients. We can implement a technology solution for your unique set of needs.
ADVISOR PLATFORM
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Intuitive interface for quick information access
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Dynamic reporting + financial planning
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View held away accounts
ONBOARDING
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Digital data collection
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Prefilled, paperless with eSign
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ACAT & move money transfers
TRADE ENGINE
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Create custom models
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Trade by percentage
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Omnibus auto or on-demand rebalance
CLIENT EXPERIENCE
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Financial professional branded
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View performance and all financial accounts
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Message + screen share
Open Architecture Ecosystem
Your clients have unique investing goals. Etico's open architecture investment ecosystem is refreshingly different and can help you design optimal investment outcomes. Seamlessly trade across all or a single account. Set up automatic rebalancing or dynamically as markets shift. Our seasoned investment team is always available when you need them. They can help you with client meetings, analyze portfolios and create innovative personalized portfolios for your clients.
Dynamically Deliver Comprehensive Solutions.
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Turnkey Asset Management Platform
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Unified Managed Account
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Separately Managed Account
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401K Plan
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Alternative Investment
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Structure Product
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Stock
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Bond
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Option & Margin
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Mutual Fund
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Annuity
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Life Insurance
Tailored Portfolio Solution
Our investment process allows us to tailor portfolios with a higher level of investment expertise. Select custom portfolios or utilize our turnkey models. Access unique insights from our investment team into what's moving the markets. Use branded client friendly marketing pieces, commentary and proposals, and to help differentiate your value proposition.
Learn About Our Portfolio
Management Group Capabilities
Outsourced CIO
Our investment team is an extension of your practice. Having your own O-CIO allows you to tap into their expertise and helps increase your value proposition.