Investigo SMARTDATA suite of solution consolidates data from multiple clearing firms, custodians, insurance carriers, internal data silos and other sources into a central repository. Investigo allows you to easily consolidate and organize your investment accounts and generate in-depth reports. Access your accounts anytime from anywhere in the world on our secure web site.
Please feel free to upload your documents through our secure transfer site. You can send email with link for your advisor to download your documents or send them a secure link to have your advisor to download your documents. Feel free to set a password for extra security.
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Investment HQ is EFC Wealth Managements newest way to access your accounts online. Download our newest App for your mobile device. SECURE ACCOUNT ACCESS allows you to view your current account positions, Values, Performance and activity with InvestmentHQ’s secure account access. REPORTING ON THE GO Allows you to access Your statements and ad-hoc reports that can be generated. This mobile app will provide you insight to your portfolio on the go. CUSTOM COMMENTARY Read the most recent advisor commentary our firm provides
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