Advisory Solutions – Page 3 – Equity Services, Inc

Guided Choice UMA: A Simpler, Smarter Way to Manage Client Portfolios

We're excited to introduce Guided Choice, a next-generation Unified Managed Account (UMA) solution available within Illuminations powered by FMAX. Guided Choice is designed to…

Mallorie ManoshFebruary 10, 2026

Advisory Solutions

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

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

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

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

Advisory Solutions

Built for Advisor Choice: The Strategists and Managers on ESI Illuminations, FMAX

As part of our continued investment in delivering a modern, flexible advisory experience, ESI is pleased to share an updated ESI Illuminations Strategist &…

Mallorie ManoshJanuary 13, 2026

Advisory Solutions Firm Update

Advisory Payments Are Coming Soon

Here are a few reminders and new information regarding upcoming advisory fee payments from Illuminations and our Direct Money Managers: Quarterly Advisory fees are…