Technology – Page 2 – Equity Services, Inc

Envestnet Portal Redesign: ENV3 Reskin

SummaryWe are excited to inform you that during the weekend of July 26th, Envestnet will be launching a new user interface, referred to as…

Beth KnoxAugust 14, 2024

Operations Technology

Boosting eDelivery Adoption Among Brokerage Clients

Help your clients make the most of their brokerage experience by encouraging them to enroll in eDelivery. With eDelivery, clients have instant access to…

Matt LyonJuly 30, 2024

Technology

Reminder – Fidelity Investments Announcement for End Investment Users: Multi-Factor Authentication Effective July 11th

As part of Fidelity’s continued work to protect clients, an additional layer of security will be turned on to help mitigate the risk of…

Mallorie ManoshJuly 9, 2024

Technology

Docupace Upgrade: Greater Efficiency with Direct Business Items

Docupace New Account Widget Update – Work Item Sync for Direct Business We are excited to announce a significant update to our Docupace system…

Mallorie ManoshJuly 9, 2024

Advisory Solutions Strategic Partners Technology

Enhancing Advisory Capabilities with ESI Illuminations

We are excited to announce the latest updates to our ESI Illuminations advisory platform. This upgrade includes new manager additions, allowing for a broader…

Mallorie ManoshJuly 2, 2024

Prospecting & Marketing Technology

Limited Time Offer from eMoney and ESI

ESI is excited to offer a promotion with eMoney. For a limited time, when you add a user or upgrade your planning subscription, you'll…

Beth KnoxApril 25, 2023

Prospecting & Marketing Technology

Riskalyze Resources and Updates

UpdatesTwo Riskalyze plans are approved and available at the following updated pricing: Riskalyze Select $265.50/month Riskalyze Elite $335.50/month ResourcesESI’s newest technology partner, Riskalyze, has…

Beth KnoxApril 11, 2023

Operations Technology

Wealthscape and Wealthscape Investor Quote Enhancements

From Fidelity Institutional:WealthscapeSM and Wealthscape InvestorSM Quote Enhancements Enhanced Auto-Suggest in Quote SearchAuto-Suggest will be enhanced to create a more consistent search behavior across…

Beth KnoxMarch 7, 2023

Prospecting & Marketing Technology

New Technology Resources

ESI’s newest technology partner, Riskalyze, has created a new resource just for ESI Reps that includes case studies, white papers, training, support contacts and…

Beth KnoxFebruary 21, 2023

Best Practices Prospecting & Marketing Technology

“Introduction to Riskalyze” Recording Now Available

Riskalyze helps you illustrate your expertise through the lens of risk. Approved for all ESI Investment Advisor Reps, Riskalyze allows you to quantify your…

Beth KnoxFebruary 7, 2023

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.

ESI consumer materials linked in ESI Insight have been approved as printed handouts only unless otherwise noted. These materials may neither be emailed to clients or the public, or be used for recruiting purposes, until they have been reviewed and approved as an email attachment to which "opt-out" and other disclosure language has been added to comply with federal SPAM laws.

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

For Registered Representative Use Only – Not For Use With The Public
TC100395(0318)P | Privacy and Legal Information