eCIO Reviews

eCIO Description

We assist nonprofits in managing their boards and committees via an online platform that allows their members to meet virtually, securely share documents, and engage with their organizations through discussions and polls. eCIO charges $99 per month for unlimited users, groups and document storage. No contracts or overage fees. You can try it for free for 90 days. eCIO also offers low-cost investment management services that are tailored for non-profit organizations. We keep your organization informed and engaged about the financial health of your investment programs. This includes our Needs Assessment Survey that is administered to your investment committee. Your advisor will develop an investment strategy that meets your company's goals and expectations. You will receive a personalized portfolio review that you can share with your team members.