As a reminder, ESI Illuminations will be transitioning from Envestnet to FMAX on Jan 24.
To support the smooth migration of approximately 11,000 accounts, a temporary blackout period will be in effect:
Blackout Period: January 14–24
Unavailable during blackout:
- New business
- Goal Modifications
Available during blackout:
- Deposits
- Withdrawals
- Trading in existing accounts
Have business in flight?
The Illuminations Support Desk (800-344-7437, Options 2, 2, 2) is available to help evaluate pending items and discuss solutions to support your business during this temporary blackout period.
Why the Move to FMAX Matters
The transition represents more than a platform change—it reflects a strategic evolution in how ESI supports advisory practices
With FMAX, Illuminations will offer enhancements designed to support advisor efficiency and flexibility, including:
-
Updated Platform Economics
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More Competitive Client Pricing
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Expanded Support and Resources
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Enhanced Customization Capabilities
Thank you for your partnership and support during this exciting transition.
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