Technology – Equity Services, Inc

Best Practices Operations Prospecting & Marketing Technology Training

Check for Recent Email: “Your Exclusive Invitation” from Truelytics/Envestnet

Please check your email from Friday, June 6th, for an email titled "Your Exclusive Invitation!". Truelytics by Envestnet recently sent a welcome email to…

Beth KnoxJune 10, 2025

Best Practices Technology

Unlock Your Practice’s Full Potential with Truelytics by Envestnet

We’re excited to announce that Truelytics is now available — at no cost — to all ESI representatives! Truelytics is a powerful practice management and business valuation platform designed specifically for…

Mallorie ManoshJune 5, 2025

Operations Technology

Enhanced Open Positions Page Coming to Wealthscape on June 13, 2025

Effective June 13, 2025, an enhanced version of the Open Positions page will replace the current Open/Unrealized Positions page in Wealthscape. At that time,…

Mallorie ManoshJune 3, 2025

Advisory Solutions Technology

Morningstar Transition to AssetMark

Upcoming TAMP Sunset Deadlines The Morningstar Wealth Platform will sunset over Memorial Day Weekend (May 24-26, 2025), when all eligible accounts will transition to AssetMark,…

Beth KnoxMay 13, 2025

Best Practices Prospecting & Marketing Technology

Why You Can’t Afford to Miss This Webinar: “Creating a Strong Online Identity”

In today’s digital-first world, your online presence isn't just an accessory to your practice—it’s a vital part of your brand. Whether you're growing your…

Mallorie ManoshMay 6, 2025

Technology

Updated Variable Annuity Account Opening via Docupace

We’re improving Docupace to simplify your Variable Annuity (VA) account opening process. Starting May 2nd, you’ll spend less time sorting through products and more…

Beth KnoxApril 30, 2025

Technology

Corebridge Financial Now Approved for eSignature

ESI is continuously working with our top vendors to discuss eSignature acceptance. As a result of these conversations, effective immediately, Corebridge Financial is now…

Beth KnoxApril 1, 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

Compliance & Licensing Technology

Field Notice 2025-05 Guidance Regarding Artificial Intelligence (AI)

The development and evolution of artificial intelligence (“AI”) is a prevalent topic in current media, and a source of active debate. While such tools…

Beth KnoxMarch 18, 2025

Technology Training

Register for Global Relay Texting Webinar

ESI Transitions from CellTrust to Global Relay We are thrilled to announce that we are expanding our partnership with Global Relay and transitioning from…

Beth KnoxFebruary 26, 2025

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Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products.

Equity Services, Inc. • One National Life Drive • Montpelier, VT 05604 • (800) 344-7437 • www.equity-services.com. All third party entities referenced are independent of Equity Services, Inc. unless otherwise stated.

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