Technology – Equity Services, Inc

Make eDelivery Enrollment Easier—Right in the Moment

Did you see this week's recent Field Notice introducing a new way to enroll clients in eDelivery—and if your first thought was “finally, something…

Mallorie ManoshApril 9, 2026

Operations Technology

ESI Commissions Portal (ACE) Maintenance

The ESI Commissions Portal (ACE) will be unavailable due to required system maintenance beginning Friday, March 13th at 7:00 PM ET (4:00 PM PT).…

Mallorie ManoshMarch 12, 2026

Prospecting & Marketing Technology

Client Questionnaires Available in CoBrand on Demand

Our Client Fact Finder and Risk Tolerance Questionnaire are designed to help you deepen client relationships and support your discovery conversations. Both pieces are…

Mallorie ManoshMarch 10, 2026

Compliance & Licensing Technology Training

Live Training: Get Started with the Global Relay App (Text + WhatsApp + Voice)

Live Training: Get Started with the Global Relay App (Text + WhatsApp + Voice) Following the recent announcement that WhatsApp is now approved for…

Mallorie ManoshFebruary 26, 2026

Compliance & Licensing Technology

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