CSSI Solutions Announce Partnership with El Camino Financial
New integration enhances CyGem and Portal+ with modern financial planning capabilities for new and breakaway advisors
FOR IMMEDIATE RELEASE
King of Prussia, PA — January 15, 2026
CSSI Solutions, a leading provider of financial technology, back-office services, and cloud-hosting solutions for advisory firms, today announced a new partnership with El Camino Financial (ECF), a mobile-first financial planning platform designed to elevate the advisor–client experience. This integration strengthens CSSI’s CyGem Service and Portal+ offering, providing new and breakaway RIA advisors with a more comprehensive and collaborative financial planning workflow.
With this partnership, ECF is now embedded into CSSI Solutions’ turnkey CyGem and Portal+ ecosystem, enabling advisors to seamlessly incorporate financial planning into their broader operational toolkit. The integration supports advisors looking to scale efficiently, enhance client engagement, and streamline the planning process without adding major operational overhead.
“CSSI Solutions has been serving advisors for more than 30 years. This partnership with ECF is the latest evolution in the services we provide,” said Mike Herrera, General Manager at CSSI Solutions. “Integrating ECF into our platform gives our RIAs a streamlined, scalable tool for financial planning. During our evaluation, we found ECF’s advice engagement model to be exactly what advisors need—a collaborative environment that tracks progress and strengthens client relationships. Combining ECF with our consulting, cloud hosting, data services, and back-office solutions makes this a natural extension to our offering.”
ECF was selected for its innovative approach to financial planning and its mobile-first, multi-tenant architecture that promotes collaboration between advisors and clients across devices.
“ECF is incredibly thankful to partner with a leader like CSSI Solutions,” said Sergio Campos, founder of El Camino Financial. “We share a strong commitment to helping breakaway and independent advisors scale while delivering excellent client service. This integration is only the beginning—we’re excited to continue expanding how we support CSSI advisors.”
The ECF financial planning application is available to CSSI Solutions CyGem customers
beginning January 15, 2026.
ABOUT CSSI SOLUTIONS
CSSI Solutions’ CyGem and Portal+ platforms equip RIAs, Asset Managers, and Institutional Advisors with comprehensive reporting, packaging, document delivery, and data visualization capabilities—without the typical costs associated with firm-based solutions. CSSI also provides secure and scalable cloud hosting, data services, consulting, and outsourced back-office support tailored to advisory firms. Founded in 1995, CSSI combines deep industry expertise with modern technology to help firms streamline operations and accelerate growth.
ABOUT EL CAMINO FINANCIAL
El Camino Financial (ECF) delivers the industry’s only mobile-first financial planning platform built specifically for financial planners. Its multi-tenant architecture supports a unified, collaborative client experience and breaks down information silos with integrated tools designed through the lens of the financial planner.
