Technology – Page 7 – Equity Services, Inc

Advisory Solutions Operations Technology

Closed Lot/Realized Gain/Loss Reporting Feature Temporarily Unavailable

Envestnet has identified an issue with our closed lot reporting feature on the ESI Illuminations Platform. This feature allows Envestnet to sync closed tax…

Beth KnoxNovember 11, 2020

Technology

Software Update from MoneyGuide Pro

Effective 10/12/20, two-factor authentication will be enabled within your MoneyGuide license and Client Portal. Envestnet | MoneyGuide utilizes two-factor authentication as a security measure…

Beth KnoxSeptember 29, 2020

Compliance & Licensing Operations Technology

Non-Registered Fingerprinted Person (NRF) Kit Update!

ESI’s NRF kit used to affiliate administrative, non-licensed staff has recently been updated. New to the kit is a fourth page, dedicated to ESI…

Beth KnoxSeptember 15, 2020

Operations Technology

ESI Brokerage Accounts – eDelivery Initiative and Raffle

As communicated last week in Operations Field Notice 2020-30, ESI is embarking on an initiative to collect email addresses and increase e-delivery adoption, helping…

Beth KnoxAugust 26, 2020

Technology Training

New Docupace Training: The Wealthscape Integration!

CLICK HERE TO VIEW TRAINING! Looking for additional training resources? This webinar and so much more lives at our ESI Training Corner – available…

Beth KnoxAugust 26, 2020

Incentives Operations Technology

ESI Brokerage Accounts – eDelivery Initiative and Raffle

As communicated earlier this week in Operations Field Notice 2020-30, ESI is embarking on an initiative to collect email addresses and increase e-delivery adoption,…

Beth KnoxAugust 18, 2020

Operations Technology

Wealthscape Investor Update – Optional Two-Factor Authentication Enrollment

In an ongoing effort to enhance platform security, Wealthscape Investor users will be able to enroll in Two-FactorAuthentication at log in. After logging in,…

Beth KnoxAugust 18, 2020

Technology

Mange Your Business with Investigo

What can Investigo do? Investigo is ESI’s only approved consolidated statement provider. In addition to consolidated statements Investigo also includes held away data aggregation,…

Beth KnoxAugust 11, 2020

Operations Technology

Q2 2020 PMC Strategic ETF Portfolios Quarterly Updates

“After record volatility and the quickest-ever decline into bear market territory during the first quarter, global equity markets roared back in the second quarter,…

Beth KnoxAugust 4, 2020

Operations Technology

New National Life FIT Indexed Annuity Kits Now in Starting Point

Effective July 17th, paperwork kits for the four new NL FIT Indexed Annuity products were live in Starting Point. These new products include: FIT…

Beth KnoxJuly 21, 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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