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SERVICES

Core Repapering
Front-end transition support for offices changing to a new broker-dealer or custodian.  These services are ideal for an office with an existing support team or OSJ assistance.
Full Repapering
Complete transition support for individual advisors and teams with limited or no staff or OSJ support.  In addition to the core functions, we will also track the asset transfers to completion.  
Digital Set-up
Enhance your digital marketing presence and optimize internal technology use.  We help tackle the daunting tasks of creating and managing social media accounts and adding new CRM or reporting software. 
Virtual Project Management
 
Implement operational efficiencies by outsourcing ad hoc projects to ETC.  These services enhance your client service offering and keep your existing staff in place to focus on their core duties.  
Data
Aggregation
Document Submission
Social Media
Setup
Virtual Office
Admin
Account Setup
Printing
Mailing
E-Signature
ACAT Tracking
Direct Business
Household Setup
Systems Training
Website Consult
CRM Setup
Enterprise Reporting
Audit Prep
Paperless Office
RIA Conversion
Mass Mailing
Consulting
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