Mallorie Manosh – Equity Services, Inc

Technology

Broadridge WAI Enhances the Held Away Data Integration Experience

We are excited to share that Broadridge Wealth Aggregation and Insights team has made several enhancements to the Held Away Data Integration (HADI) experience.…

Mallorie ManoshJuly 16, 2025

Operations

Get to know your ESI Brokerage Operations Service Team!

We’re excited to introduce the dedicated individuals behind the voices you hear every day. Our team is proud to support ESI advisors and registered…

Mallorie ManoshJuly 16, 2025

Firm Update Product

ESI Expands Approved List of Cryptocurrency-Based ETFs

ESI has now expanded the list of available cryptocurrency-based ETFs and the complete list of approved digital assets ETFs can be found here. These…

Mallorie ManoshJuly 15, 2025

Advisory Solutions Firm Update Strategic Partners Technology

Illuminations Advisory Platform to Transition From Envestnet to Fidelity’s Managed Account Exchange (FMAX)

Since its 2013 acquisition of FundQuest, ESI's advisory platform, Illuminations, has been powered by Envestnet behind the scenes. Envestnet has not only provided world…

Mallorie ManoshJuly 14, 2025

Firm Update

You’re Invited: ESI Mid-Year Update with Senior Leadership on Thursday, July 17th

We’re halfway through the year—and there’s a lot to talk about. Join us for a special mid-year webinar with ESI’s senior leadership team as…

Mallorie ManoshJune 19, 2025

Advisory Solutions

Now Available: Wealthscape Intelligence – Smarter Insights for Smarter Decisions

We’re excited to introduce Wealthscape Intelligence, a powerful new tool designed to bring greater clarity and efficiency to managing your book of business. What…

Mallorie ManoshJune 17, 2025

Operations

New “Letter of Instruction” Form Available Through Docupace

To continue our efforts in enhancing the efficiency and security of account servicing, we are excited to announce the release of a new Letter…

Mallorie ManoshJune 17, 2025

Best Practices Technology

Unlock Your Practice’s Full Potential with Truelytics by Envestnet

We’re excited to announce that Truelytics is now available — at no cost — to all ESI representatives! Truelytics is a powerful practice management and business valuation platform designed specifically for…

Mallorie ManoshJune 5, 2025

Operations Technology

Enhanced Open Positions Page Coming to Wealthscape on June 13, 2025

Effective June 13, 2025, an enhanced version of the Open Positions page will replace the current Open/Unrealized Positions page in Wealthscape. At that time,…

Mallorie ManoshJune 3, 2025

Prospecting & Marketing Strategic Partners

Want to Build Your Business? Show How Customer Obsessed You Are!

From AssetMark: Putting clients first isn’t optional. It’s essential. But truly living that mindset means more than meeting expectations or creating pleasing experiences. It means…

Mallorie ManoshJune 3, 2025