Technology – Page 5 – Equity Services, Inc

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

Technology

Want to Learn More about Riskalyze? Join us on January 31^st!

Riskalyze is now available! Join us for a live webinar introduction to Riskalyze on January 31, 2023 at 4:00pm EST.Click here to register! Riskalyze…

Beth KnoxJanuary 17, 2023

Operations Technology

You’re About to See Some Wealthscape Navigational Enhancements!

Starting on October 21st, 2022, multi account navigation will be enabled for Statements and Tax pages on Wealthscape Investor. Additionally, the previous version of…

Beth KnoxOctober 19, 2022

Operations Technology

Wealthscape Investor Mobile App Updates

In an ongoing effort to improve the Wealthscape Investor mobile app experience, Fidelity Investments is pleased to introduce the following enhancements that will be…

Beth KnoxOctober 11, 2022

Operations Technology

Docupace Update: Discontinuing Use of the Send Originals Queues

When ESI first implemented Docupace, the Send Originals queue was used as a means of notification to the field that a work item had…

Beth KnoxSeptember 27, 2022

Operations Technology

Redtail and Outlook, Together at Last!

Starting Monday September 19th you will be able to connect your @nlgroupmail.com email address with your Redtail CRM system. This connection will allow you…

Beth KnoxSeptember 6, 2022

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

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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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