Mallorie Manosh – Page 3 – Equity Services, Inc

FMAX Is Here: Illuminations Enters Its Next Chapter

It’s here. This weekend, ESI and Fidelity successfully completed the conversion from Envestnet to the FMAX platform—marking a major milestone in the evolution of…

Mallorie ManoshJanuary 29, 2026

Compliance & Licensing Firm Update

ESI Expands Digital Communication: WhatsApp Now Approved

Now Available: WhatsApp for Compliant Business Messaging At ESI, we’re continually evolving to meet advisors and clients where they are—while maintaining the highest standards…

Mallorie ManoshJanuary 27, 2026

Advisory Solutions Market Updates Strategic Partners Training

Helping Clients Stay Invested with Maple Capital Market Outlook

A Maple Capital Market Outlook Tuesday, February 3rd, 2026 | 2:00PM ET Join ESI and strategic partner Maple Capital as we look ahead to 2026. This…

Mallorie ManoshJanuary 27, 2026

Firm Update Operations

A Clear View of Your ESI Home Office Team

At ESI, relationships are at the center of everything we do—and that starts with making it easy to connect with the right people, at…

Mallorie ManoshJanuary 27, 2026

Advisory Solutions

FMAX Is More Than a Platform Upgrade—It’s a Support Upgrade

Big enhancements are coming to Illuminations next week. While improved pricing and expanded capabilities matter, one of the most meaningful upgrades may be the…

Mallorie ManoshJanuary 21, 2026

Incentives

Circle of Excellence: Setting the Standard

Congratulations to our Circle of Excellence—the top 25 financial professionals at ESI, recognized based on last year’s GDC performance. This is a distinct honor,…

Mallorie ManoshJanuary 15, 2026

Incentives

Elite Recognition. Record-Breaking Results.

ESI is thrilled to unveil our Elite Symposium Qualifiers. Congratulations are in order for our Elite Symposium qualifiers—a group that continues to raise the…

Mallorie ManoshJanuary 15, 2026

Advisory Solutions Firm Update

Reminder: Illuminations Blackout Period Happening Now

As a reminder, ESI Illuminations will be transitioning from Envestnet to FMAX on Jan 24. To support the smooth migration of approximately 11,000 accounts,…

Mallorie ManoshJanuary 14, 2026

Firm Update Incentives

Where Top Performance Takes You: Elite Symposium 2027

Welcome to the Lowcountry We’re pleased to announce the destination for the 2027 ESI Elite Symposium. From May 16–20, 2027, ESI’s top financial professionals…

Mallorie ManoshJanuary 13, 2026

Technology

Decommission of Open/Unrealized Positions Page in Wealthscape

Effective January 16, 2026, the Open/Unrealized Positions view will no longer be available when viewing individual accounts in Wealthscape. At that time, the enhanced…

Mallorie ManoshJanuary 13, 2026