Technology – Page 5 – Equity Services, Inc

Technology

Investigo Enhancement – Signature Reports NOW Available on Nationwide Accounts

We are excited to announce a change in the reporting functionality with Investigo. Previously you were unable to include or run signature reports of…

Beth KnoxAugust 30, 2022

Operations Technology

Leadership Update Call Replay is Now Available!

ESI’s Senior Leadership call covered a review of the activities, results, and market impact of Q2, while providing insight into what lies ahead through…

Beth KnoxAugust 23, 2022

Technology

Meet the Strategists Updated & Available

Meet the Strategists is a guide to all the Strategists and Managers available on ESI Illuminations, and it now includes our expanded SMA offering!…

Beth KnoxJuly 26, 2022

Operations Product Technology

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

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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.

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