Technology – Equity Services, Inc

Technology

Broadridge WAI Enhances the Held Away Data Integration Experience

We are excited to share that Broadridge Wealth Aggregation and Insights team has made several enhancements to the Held Away Data Integration (HADI) experience.…

Mallorie ManoshJuly 16, 2025

Advisory Solutions Firm Update Strategic Partners Technology

Illuminations Advisory Platform to Transition From Envestnet to Fidelity’s Managed Account Exchange (FMAX)

Since its 2013 acquisition of FundQuest, ESI's advisory platform, Illuminations, has been powered by Envestnet behind the scenes. Envestnet has not only provided world…

Mallorie ManoshJuly 14, 2025

Technology

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

Support for Windows 10 is ending on October 14, 2025. That may sound far off — but it’s not when it comes to hardware…

Beth KnoxJuly 8, 2025

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

Third party articles are provided for your information only, and have neither been reviewed nor approved to be used with consumers.
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.

The inclusion of products and/or services in this communication does not constitute authorization to offer products and/or services. Please contact your contracts and licensing department if you are unsure of your ability to offer the products and services mentioned.

ESI consumer materials linked in ESI Insight have been approved as printed handouts only unless otherwise noted. These materials may neither be emailed to clients or the public, or be used for recruiting purposes, until they have been reviewed and approved as an email attachment to which "opt-out" and other disclosure language has been added to comply with federal SPAM laws.

Variable products are sold by a prospectus which contains more complete information. Please have your clients read it and consider carefully the variable product's objectives, risks, charges and expenses before they invest or send money. The prospectus contains this and other information about the investment company.

Third party articles are for information only and have not been reviewed or approved for use with consumers

For Registered Representative Use Only – Not For Use With The Public
TC7606693(0225)3 | Privacy and Legal Information