Advisory Solutions – Page 3 – Equity Services, Inc

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…

Beth KnoxJanuary 8, 2026

Advisory Solutions Technology

Webinar: How To Leverage Your FMAX Sales Team

You are Invited How to Leverage your FMAX Sales Team Wednesday, January 14th, 2026 | 2:00PM ET Join our upcoming webinar to learn how…

Beth KnoxJanuary 8, 2026

Advisory Solutions Technology

Webinar: What’s New and Different with FMAX

You Are Invited What's New and Different with FMAX: Overview, How to, Tips & Tricks Wednesday, January 21st, 2026 | 2:00PM ET Register Please…

Beth KnoxJanuary 8, 2026

Advisory Solutions

2026 Kick Off with Alex David and ESI Leadership Team

Join us to kick off 2026 and meet our new leader, Alex David! After an incredible 2025, we’re ready to kick off 2026 even…

Mallorie ManoshDecember 22, 2025

Advisory Solutions Firm Update

Illuminations Advisory Fee Payments: 5 Things to Know

Q1 2026 | Envestnet → FMAX Transition As we prepare to transition the Illuminations advisory platform from Envestnet to FMAX in Q1 2026, we…

Mallorie ManoshDecember 22, 2025

Advisory Solutions

Year End Commission Cycle Cutoff

Important Dates: The ESI Commission Cycle will close early the week of Christmas, on Monday December 22nd. Payroll deposits for that cycle will occur…

Mallorie ManoshDecember 11, 2025

Advisory Solutions Firm Update Strategic Partners Technology

Illuminations Is Evolving — Get Ready for Better Pricing, Better Support

Big enhancements are coming in January. Here’s how to prepare. In today’s competitive environment, your advisory platform should do more than support your practice—it…

Mallorie ManoshDecember 9, 2025