Technology – Page 2 – Equity Services, Inc

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

Technology

Final Step in Morningstar Workstation Pricing Transition Happening Now

As part of the phased pricing transition we began two years ago, the final adjustment to the Morningstar Advisor Workstation subscription rate takes effect…

Mallorie ManoshJuly 29, 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

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

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.

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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

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