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Please feel free to reach out at hello@getecio.com or (608) 291-4646

eVestech Features

Build Strong Virtual Relationships

Meet face-to-face with clients from anywhere with integrated video conferences and video messages. 

Meet More Often

Choose a meeting date, invite attendees, attach files & save a recording. Invites & reminders are sent out automatically.

Send secure, 2-Way Messages

Send and receive client messages securely - no more frustrating encryption and long email threads.

Communicate Across Clients

Send timely communications to one, some, or all clients with a click of a button rather than sending multiple emails.

Manage and Share Documents

Secure client documents and reports in a centralized data vault. Set permissions and make records accessible to individuals or groups.

Provide Current Account Data

Offer investors easy access to their account value and performance with our turnkey solution or through integrations with your performance provider.

Simplify Client Access

Combine investment information from multiple sources in a central location and provide clients a single login point of access.

Measure Client Engagement

Use built-in analytics tools to monitor investors’ interactions and anticipate client questions and concerns 

Record Client Decisions

Capture client feedback and investment program decisions through an easy and engaging ballot.

Promote Compliance Oversight

Facilitate compliance oversight of client communications by easily tracking and downloading all records from the hub.

Legal
Privacy Policy

For eCIO's ADVs and Client Relationship Summary click here.

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Service, Data Processing Agreement, and Privacy Policy.

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eCIO, Inc (“eCIO”) is a registered investment adviser with the Securities and Exchange Commission, located in Madison, Wisconsin. eCIO may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. eCIO’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of eCIO’s web site on the Internet should not be construed by any consumer and/or prospective client as eCIO’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by eCIO with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of eCIO, please contact the state securities regulators for those states in which eCIO maintains a registration filing. A copy of eCIO’s current written disclosure statement discussing eCIO’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from eCIO upon written request. eCIO does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to eCIO’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.