michael.pendergrass
Acronym
eCIO, Inc.
Product ID
eVestech
Description

Increase  your clients’ confidence in their investment programs with a centralized, secure, easy-to-use portal that’s branded for you and customized for them.

Images
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Features

Increase  your clients’ confidence in their investment programs with a centralized, secure, easy-to-use portal that’s branded for you and customized for them:

  • Virtualize your client service to augment in-person interaction
  • Easy to provide frequent, high-touch service to one, some or all clients
  • A unified, client-centered communication hub
Vendors
eCIO, Inc.
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Document and Form Management
Reporting
Website/Portal
Ad Hoc Tags
DoubleClick Tags

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