Technology – Equity Services, Inc

New! Automate Follow-Ups with Calendly + Outlook Workflows

Scheduling a meeting is only the first step. Now you can automate what happens next. ESI is pleased to announce an enhancement to our Calendly scheduling…

Mallorie ManoshFebruary 10, 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

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

Firm Update Strategic Partners Technology

Built for Choice: Your 2026 Guide to ESI Platforms & Tools Pricing

At ESI, we believe that transparency builds trust—and trust builds strong partnerships. Our 2026 ESI Platforms & Tools Pricing Sheet is designed to give…

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

Technology

Ace Commission Portal Annual Testing Closure 12/6 – 12/7

Due to Broadridge's annual disaster recovery testing, the Ace Commission portal will be unavailable from Saturday, December 6th through Sunday, December 7th. Regular availability…

Beth KnoxDecember 1, 2025

Prospecting & Marketing Technology

New Marketing Resources Now Available in CoBrand on Demand

Fact Finder + Risk Tolerance Questionnaire We’re excited to announce two new additions to CoBrand on Demand — your go-to system for creating personalized,…

Mallorie ManoshNovember 10, 2025

Strategic Partners Technology Training

AI: Staying in Charge, Understanding AI’s Implications for Wealth Managers

Webinar Hosted by ESI, Presented by Prudential AI: Staying in Charge, Understanding AI's Implications for Wealth Managers Thursday, October 30th, 2:00 PM ET Register…

Beth KnoxOctober 21, 2025

Technology

Reminder: Microsoft is Ending Support for Windows 10! Is Your PC Ready for Windows 11?

Support for Windows 10 is ending on October 14, 2025. With that in mind, devices that do not meet the system requirements for Windows…

Beth KnoxOctober 8, 2025