Technology – Equity Services, Inc

Coming This Month: RightBRIDGE Annuity Wizard — at No Cost to You

ESI continues to invest in technology designed to make it easier to do business. The latest addition to our technology ecosystem, RightBRIDGE Annuity Wizard,…

Beth KnoxOctober 6, 2026

Technology

Zocks Is Now Available at ESI

Spend less time on meeting administration—and more time with your clients. Zocks, an AI-powered assistant built specifically for financial professionals, is now available to…

Mallorie ManoshOctober 6, 2026

Compliance & Licensing Firm Update Operations Technology

New Docupace Workflow Simplifies Due Diligence and Marketing Reimbursement Submissions

Marketing Reimbursements, Training Attendee Certifications, and Day Meeting Offeror Certifications can now be submitted directly to ESI Compliance through Docupace. Instead of emailing forms…

Mallorie ManoshOctober 1, 2026

Advisory Solutions Strategic Partners Technology

FMAX Investment Strategy Proposal Enhancements Coming October 2

Effective October 2, Fidelity to introduce an enhanced Investment Strategy Proposal (ISP) experience within FMAX The updated ISP is designed to provide a more…

Mallorie ManoshOctober 1, 2026

Operations Technology

Wealthscape Mobile App – Equity Trading Coming October 7th

Effective October 7, 2026, entitled users will be able to place equity trades directly through the Wealthscape mobile app. The enhancement provides greater flexibility…

Beth KnoxSeptember 22, 2026

Firm Update Technology

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