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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. Open accounts digitally in a matter of minutes. We can implement a technology solution for your unique set of needs.

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  • Integrated CRM

  • Digital Financial Planning

  • Paperless Client Onboarding

  • Service Requests

  • Intuitive Advisor Dashboard

  • Private Label Client Portal

  • Client Event-Based Notifications

  • Prospect Information Collection

  • Dynamic Performance Reporting

  • Monitor Outside Financial Accounts

  • Office or Remote Client Collaboration

  • Automated Paperwork

  • Insurance Quotes in Minutes

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tour of our technology solutions.

 

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