Technology – Equity Services, Inc

Introducing Wealthbox: A Modern CRM, Now Available Through ESI

We’re excited to announce that Wealthbox, a modern, advisor-focused CRM platform, is now available to ESI financial professionals and advisors. The addition of Wealthbox…

Mallorie ManoshSeptember 14, 2026

Firm Update Technology

Using AI Responsibly: What You Need to Know

Artificial intelligence continues to evolve quickly, offering new ways to improve efficiency, generate ideas and streamline everyday tasks. But using AI for ESI business…

Mallorie ManoshAugust 20, 2026

Prospecting & Marketing Technology

New Approved Lead Generation Solution: Planswell

Finding qualified prospects and creating meaningful first conversations remains one of the biggest challenges facing financial professionals today. That's why ESI is pleased to…

Mallorie ManoshJune 17, 2026

Firm Update Technology

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