Technology – Page 6 – Equity Services, Inc

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

Advisory Solutions Technology

The Impact of Life Insurance in a Financial Plan – Booklet Now Available through Money Guide Pro

How does Life Insurance impact a financial plan? Money Guide has just introduced a new booklet to help advisors understand the opportunities and to…

Beth KnoxFebruary 9, 2021

Advisory Solutions Operations Product Technology

ESI Field Leadership Update Call: January 2021

Please join ESI’s Executive Leadership Team for our Quarterly Field Update series. In this session, we’ll be reviewing the activities and results of Q4…

Beth KnoxJanuary 19, 2021

Advisory Solutions Compliance & Licensing Operations Technology

ESI Leadership Field Update: January 2021

Please join ESI’s Executive Leadership Team for our Quarterly Field Update series. In this session, we’ll be reviewing the activities and results of Q4…

Beth KnoxJanuary 12, 2021

Technology

MoneyGuide Pro 2021 Update

MoneyGuide Pro, (MGP) will be updating the software to include several 2021 contribution, Estate, Social Security and Tax updates. These updates should occur on…

Beth KnoxDecember 28, 2020

Operations Technology

Coming Soon: MerrillConnect Platform Relaunch

National Life is excited to announce that very soon, the MerrillConnect forms and materials ordering platform will be relaunched. The improved user experience includes…

Beth KnoxDecember 8, 2020

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.

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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