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Equity Services Inc. Resources

ESI Illuminations Advisory Platform1

Open architecture platform with sophisticated technology that gives you the infrastructure you need to operate your fee-based management practice

ESI Technology Platform1

No matter what path you choose, technology plays a role throughout the entire process for today’s financial professional, from prospecting to plan implementation and ongoing service.

  • Prospecting and marketing tools
  • Financial Planning tools
  • Leading Client Relationship Management tools
  • Research tools including Wealthscape® and discounted access to Morningstar Advisor Workstation
  • Trading and Account Servicing using Wealthscape®
  • An Electronic Business Processing Platform
  • Data Aggregation and Reporting through Investigo®

Equity Services Inc. Website

 

1 Some technology is dependent on the licensing and registrations financial professionals hold.  

ESI is the abreviation for Equity Services, Inc.  a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, Member FINRA/SIPC, One National Life Drive, Montpelier, VT 05604.  (800) 344-7437.  

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck