Etc. Projects
Etc. Projects provides digital solutions for independent Canadian financial advisory practices, combining practice transformation consulting with a platform that consolidates meeting preparation, service delivery, and follow-up into a single view. The platform also addresses emergency preparedness with a living service plan and continuity tools for the first 72 hours after a catastrophic event. Built and hosted in Canada, the company has completed over 500 practice transformations.
- Financial Technology
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Independent Canadian financial advisors manage complex, regulated businesses where meeting preparation, service delivery, and follow-through sit in separate systems, leaving clients without a clear view of ongoing work. Emergency access to systems, files, and accounts is often undocumented, so if an advisor is incapacitated, clients face disruption and staff lack step-by-step instructions for the first critical days.
Solution
Etc. Projects provides a unified platform that brings meeting prep, in-meeting discussion guides, service delivery, and follow-up into a single view, enabling advisors to move from reactive to proactive client management. The platform includes a living service plan that makes the value delivered between meetings visible to clients, and a continuity solution that documents emergency access, ownership details, and step-by-step instructions for the first 72 hours after a catastrophic event. The company also offers practice transformation consulting, applying a people-first, then process, then technology methodology across 500+ independent Canadian practices. Their approach includes diagnostic tools, an alignment engine, and guided implementation with adoption checkpoints to ensure technology is actually used.
Target Audience
Primary customers are independent Canadian financial advisory practices, including advisors, their teams, and support staff, who need to modernize operations, improve client visibility, and prepare for business continuity.
Features
- Living service plan that consolidates meeting prep, in-meeting discussion, service delivery, and follow-through into one client-visible view
- Emergency continuity module documenting system access, insurance, ownership, and estate details with step-by-step instructions for the first 72 hours after a catastrophic event
- Diagnostic tools built from 500+ real transformations that audit team dynamics, workflows, compliance posture, and tech stack
- Alignment engine that connects roadmap priorities to the right solutions in the right sequence, sized to the practice
- Tech implementation services including CRM selection and configuration, data cleanup and migration, workflow automation, client portal setup, and role-based training in context
- Adoption checkpoints after go-live to track system usage, meeting logging, and reduction of out-of-system notes