Technology – Page 2 – Equity Services, Inc

New Marketing Resources Now Available in CoBrand on Demand

Fact Finder + Risk Tolerance Questionnaire We’re excited to announce two new additions to CoBrand on Demand — your go-to system for creating personalized,…

Mallorie ManoshNovember 10, 2025

Strategic Partners Technology Training

AI: Staying in Charge, Understanding AI’s Implications for Wealth Managers

Webinar Hosted by ESI, Presented by Prudential AI: Staying in Charge, Understanding AI's Implications for Wealth Managers Thursday, October 30th, 2:00 PM ET Register…

Beth KnoxOctober 21, 2025

Technology

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

Support for Windows 10 is ending on October 14, 2025. With that in mind, devices that do not meet the system requirements for Windows…

Beth KnoxOctober 8, 2025

Product Technology

Pacific Life Annuities Now Approved for eSignature

ESI is continuously working with our top vendors to discuss eSignature acceptance. As a result of these conversations, effective immediately, Pacific Life (Annuities) is…

Beth KnoxOctober 7, 2025

Advisory Solutions Technology

New Intelligent Search Feature Now Available Within Investigo

We’re excited to share new search functionality within Investigo, designed to make navigation even more efficient. Introducing: Intelligent Assistant (IA) Search This powerful new…

Beth KnoxSeptember 29, 2025

Technology

Investigo AI Search and Best Practices

How Do You Find the AI-Powered Search Tool? You can access the AI-powered search tool via the Advanced Search page. Click on the green…

Beth KnoxSeptember 29, 2025

Operations Technology

FMAX Affirmative Consent Tracking

FMAX Affirmative Consent Letters – Update As previously communicated, Affirmative Consent Letters were successfully mailed to impacted clients on September 8, 2025. Clients have…

Beth KnoxSeptember 24, 2025

Best Practices Technology

In Case You Missed It: Broadridge Offers Improved “Held Away Data Integration” Experience

This is a reminder that the Broadridge Wealth Aggregation and Insights team have made several enhancements to the Held Away Data Integration (HADI) experience.…

Mallorie ManoshSeptember 22, 2025

Operations Technology

Possible Impact to ACH Payments with PNC Bank Policy Change

Earlier this week, AdvicePay shared a courtesy notice regarding a recent policy change from PNC Bank that may affect ACH payments across all payment…

Mallorie ManoshSeptember 15, 2025

Compliance & Licensing Technology

Field Notice 2025-17: Text Messaging Reminders

SEC and FINRA rules require that all electronic communications, including text messages, be archived and reviewed by the Firm. Accordingly, Global Relay is the…

Beth KnoxAugust 13, 2025