Firm Update – Page 4 – Equity Services, Inc

Advisory Fee Payments Coming Soon

Here are some important reminders regarding upcoming advisory fee payments from Illuminations and our Direct Money Managers: Quarterly advisory fees are typically billed to…

Mallorie ManoshApril 9, 2025

Firm Update Technology

Exciting Docupace Enhancements: What You Need to Know!

We’ve just rolled out enhancements to Docupace, designed to make your workflow smoother and more efficient. Here’s what’s new: ✅ Automated Email Notifications –…

Mallorie ManoshMarch 25, 2025

Firm Update Technology

The New Age of Texting! ESI Transitions from CellTrust to Global Relay

We are thrilled to announce that we are expanding our partnership with Global Relay and transitioning from CellTrust to Global Relay. Global Relay’s platform…

Beth KnoxFebruary 12, 2025

Firm Update

You Are Invited: Join ESI Leadership for Our 2025 Kick Off Call!

Join us to celebrate ESI's 2024 success and hear what we'll be bringing to you in 2025! Date: Monday February 3rd Time: 1:00pm EST…

Mallorie ManoshJanuary 29, 2025

Firm Update Operations

Reminder: Bond Mark-up and Mark-Down Schedule Changes Coming on 2/3

Reminder: Bond Mark-up and Mark-Down Schedule Changes Coming on 2/3 We are pleased to announce the introduction of a new schedule for calculating the…

Mallorie ManoshJanuary 21, 2025

Best Practices Compliance & Licensing Firm Update

Reminder: Streamlined Blotter Process Now Effective

On Monday, January 6th, 2025, changes were implemented to the Blotter process which help to streamline requirements and reporting. Each Field OSJ and Detached…

Mallorie ManoshJanuary 8, 2025