OWN YOUR JOURNEY
We aim to liberate advisors to grow and optimize the value of their practice.
Build a larger more scalable book. Spend more time with clients. Get paid more while doing it.
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.
01.
SEAMLESS TRANSITION
Our dedicated advisor support team is high touch and can handle the heavy lifting for onboarding and ongoing management, ensuring that every step is handled with the utmost of care and accuracy.
02.
PAINLESS CLIENT ONBOARDING
Cruise through client onboarding with Etico’s dedicate advisor support team through our multi-custodial platform, with top custodians – Schwab, RBC, and Apex – for a true robo-advisor set-up.
03.
FLEXIBLE INVESTMENTS
Build portfolios for each client's unique circumstance. Our adaptable investment solutions range from advisor managed with full trading support to Etico's institutional quality model portfolios managed in-house.
04.
WHITE GLOVE BACK-OFFICE
Our advisor support team is an extension of your practice, as if they were hired by you directly. Gain time, refocus on your clients, become more scalable. Let our staff handle onboarding, cash management, trading, billing, etc.
05.
INTUITIVE TECH STACK
Our tech stack is an extension of our advisor support team. Built to make your practice more scalable through dynamic reporting, single advisor/client portal to view all accounts no matter if they are managed by you or held-away.
06.
FAST LANE MARKETING
Marketing is the first leg of the stool for the advisor. Our advisor support team can help with marketing ideas, lead generation, and content creation. Etico streamlines the marketing and approval process from beginning to end.
07.
MANAGEMENT + SUPERVISION
As a boutique financial services firm you have direct access to our management team, including our CEO. We view this as a joint-venture - we succeed when you succeed. Compliance oversight is straightforward and for your benefit.
08.
BUILD VALUE. OWN YOUR BOOK.
You always own 100% of your book of business, with no restrictions. Advisors are eligible to receive a guaranteed buyout. We offer turnkey succession planning, transition and can help to identify the right successor.
09.
TRANSPARENT COMPENSATION
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.
Technology That Enhances
Onboarding
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Multiple custodial options
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Efficient adhoc or systematic money movement via ach
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Digital risk profiling and investment objective setting
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Prefilled paperwork signature ready
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Streamlined account opening - true digital or prefilled DocuSign
Digital Onboarding
Advisor Portal
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One platform for all custodial relationships
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Intuitive platform with dynamic
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Built-in on demand financial planning
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Built-in CRM with prospecting campaign tool
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Automated client notifications via email or text
Client Portal
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One portal, all accounts.
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View held away accounts, bank, 401k, debt
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Contact your advisor tool
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Co-Browse with advisor
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Document vault
Flexible Investments
We take an open architecture approach to crafting tailored investment solutions, enabling the creation of unique, bespoke portfolios. You can manage the portfolios independently, leverage our institutional-grade portfolios, or select from a range of top-tier external investment managers. Our team will seamlessly execute trades across multiple accounts, manage required distributions, set up automatic rebalancing, and recommend tax-efficient cash management strategies. Additionally, our experienced investment professionals are available to analyze client portfolios, participate in client meetings, and offer access to a suite of nationally recognized investment strategies.
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Open Architecture Investment Platform
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Transaction Free; Stock, Bond, ETF
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Automated trading
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Unified Managed Account + TAMP Options
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Managed Money In-House and Third Parties
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Life insurance, Annuity - commissionable, fee based
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Margin, Options, Structured Notes, Security Backed Loan
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3(38) 401k Retirement Plan Expertise
Dedicated Investment Team
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.
Learn More About How
We Can Help Your Practice.
Why Etico?
