Technology – Page 6 – Equity Services, Inc

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

Operations Technology

Docupace Start Now Live

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 8, 2021

Operations Technology

Coming Monday: Docupace Start – the Next Generation of Account Opening

The introduction of Docupace Starting Point provided forms bundles based on simple questions about the business you’re submitting. On Monday, ESI will be announcing…

Beth KnoxJune 2, 2021

Technology

Multifactor Authentication Coming to Investigo May 22nd

MFA is a common tool to protect information by making it harder for a hacker to nefariously access a client’s profile by requiring not…

Beth KnoxMay 18, 2021

Advisory Solutions Operations Technology

You Can Now Use eSignature via DocuSign on Brinker Business!

We heard your feedback and have been working with our partners at Brinker Capital to improve the new account process to include eSignature acceptance.…

Beth KnoxApril 28, 2021

Operations Technology

Docupace Start: Moving from Instructional to Intuitive

The introduction of Docupace Starting Point provided forms bundles based on simple questions about the business you’re submitting. Within the coming weeks, ESI will…

Beth KnoxMarch 9, 2021

Operations Technology

Check Image Display in Wealthscape/Wealthscape Investor History Page

On March 12, 2021, Wealtscape and Wealthscape Investor users will be able to view, print and save Integrated Cashiering Platform (ICP) disbursement check images.…

Beth KnoxMarch 9, 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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