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®
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.