Technology – Page 4 – Equity Services, Inc

Q2 Alternative Mutual Fund Update

The Approved, Watch and Restricted mutual fund lists have been updated. See below for descriptions of the lists and links as well as training…

Beth KnoxJuly 26, 2022

Operations Technology

New Previous Sales Page in Wealthscape and Wealthscape Investor

Starting on July 22, 2022, an enhanced version of the Previous Sales/Realized page will be available on Wealthscape and Wealthscape Investor. The new Previous…

Beth KnoxJuly 19, 2022

Technology

Google Chromebooks and Entreda

With the launch of the Entreda Cybersecurity platform last year, National Life took a big step forward in keeping our promise to protect you…

Beth KnoxJuly 19, 2022

Prospecting & Marketing Technology

FMG Email Suite Approved and Available

Take Your Communication to the Next Level with the FMG Email Suite, JUST APPROVED for Use!National Life has partnered with FMG Suite to launch…

Beth KnoxJune 22, 2022

Operations Product Technology

Did You Catch Our Latest ESI Leadership Call?

CLICK HERE FOR THE Q2 2022 LEADERSHIP FIELD UPDATE RECORDING *Having trouble with the link? Log into the agent portal first and try again!*…

Beth KnoxMay 31, 2022

Technology

April Investigo Enhancements – Accounts Displays, Client Access Maintenance, and More!

As the end of April is rapidly approaching, we are excited to announce some enhancements coming to the Investigo platform. On April 29th Investigo…

Beth KnoxApril 19, 2022

Operations Technology

Wealthscape and Wealthscape Investor to Block Access for Internet Explorer 11 (IE11) Users

From Fidelity:Consistent with Important Notice IN 21W-216 and Microsoft’s announcement to retire Internet Explorer 11 (IE11), access to the Wealthscape platform will be blocked…

Beth KnoxMarch 23, 2022

Operations Technology

Improved eSignature Process in Docupace

We have heard your feedback around missing eSignatures on vendor supplemental forms, and the frustration that it has caused to go back to your…

Beth KnoxMarch 8, 2022

Advisory Solutions Technology Training

Check Out Money Guide Pro’s Virtual Meeting Guide!

Unprecedented economic and social changes have led to significant stress for both clients and advisors. MoneyGuide is prepared and taking the necessary steps to…

Beth KnoxJanuary 26, 2022

Advisory Solutions Technology

AdvicePay Now Available – Collect Financial Planning Fees Via Credit Card!

Writing a physical check has become obsolete for most business. Why not make it obsolete for yours? ESI is proud to announce the addition…

Beth KnoxDecember 7, 2021

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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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