Technology – Page 5 – Equity Services, Inc

Advisory Solutions Operations Technology Training

Reminder: Upcoming Important Dates!

November 1, 2021 DeadlineReport Retention Update in My View Portal On November 1st Broadridge will be modifying the retention time on the reports available within My…

Beth KnoxOctober 5, 2021

Operations Technology

ESI Introduces Portfolio Quick Check Tool through Wealthscape

Available 24/7, Fidelity Portfolio Quick Check instantly gives you tailored, actionable portfolio analysis and insights—simply and seamlessly. This online, self-serve tool offers you a…

Beth KnoxSeptember 14, 2021

Advisory Solutions Technology

ESI Introduces Portfolio Quick Check Tool through Wealthscape

Available 24/7, Fidelity Portfolio Quick Check instantly gives you tailored, actionable portfolio analysis and insights—simply and seamlessly. This online, self-serve tool offers you a…

Beth KnoxAugust 31, 2021

Best Practices Operations Product Technology

ESI Leadership Recording Now Available

If you missed the ESI Senior Leadership Quarterly Field Update, the recording and a recap are now available. Click here for the recording. Click…

Beth KnoxAugust 17, 2021

Operations Product Technology

In Case You Missed It…

Coming Soon: NFS Quarterly Surcharge for Physical Confirmation and StatementsBrokerage clients need to sign up for electronic delivery before September 15th! Click here for…

Beth KnoxAugust 3, 2021

Advisory Solutions Compliance & Licensing Incentives Operations Product Technology

Did you miss the ESI Leadership call?

Last week’s ESI Leadership call provided updates, announcements and reminders of new resources that can help save you time and build your business. Click…

Beth KnoxAugust 3, 2021

Technology

Technology Recap: New Security, Better Efficiency and New Options Spotlighted

Offering a More Convenient Payment Solutions for Fee-Based ClientsAdvicePay is a solution for fee-based advisors that allows clients to pay for financial plans using…

Beth KnoxJuly 28, 2021

Operations Technology

Operations Focused on Efficiency

Coming Soon: HSA AccountsESI is currently working with NFS to make Health Savings Accounts (HSAs) available on the NFS platform. Our target date or…

Beth KnoxJuly 28, 2021

Compliance & Licensing Technology

Entreda Unify Replaces Brite

Cybersecurity continues to be a top priority at ESI and National Life. To comply with customer privacy regulations, all field registered representatives (“RRs”) and…

Beth KnoxJune 22, 2021

Technology

Have You Checked out Docupace Start Yet?

Introducing Docupace Start – a guided account opening experience with an intuitive design that adapts to the specific account you are opening. Only the…

Beth KnoxJune 15, 2021

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.

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Third party articles are for information only and have not been reviewed or approved for use with consumers

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