Take the First Step
You have a vision for your business, but do you have a path to get there? Whether you are looking for a team to join or want to build your own, Equity Services, Inc. (ESI) can help you turn your vision into a reality.
Welcome to ESI
Looking for a general overview? Click here to view ESI Introduction for Financial Professionals, our primary introduction to ESI providing a high level look at our business and product mix, affiliation options, and services.
FLEXIBILITY you need
ESI offers both commission-based and fee-based options. For advisory business, ESI offers our core platform, ESI Illuminations, as well as additional direct relationships with prominent investment management firms. ESI Illuminations provides multiple Strategists and hundreds of portfolios on one platform, providing consistent processing and reporting, proposals, research and marketing all in one place. For an overview of available Strategists on the platform, click here.
INNOVATION you expect
Today, technology plays a role in every part of your business process. View our ESI Technology Platform Overview to review ESI’s competitive technology platform. Our business process is electronic and much of our technology integrates to save you time.
SERVICE you demand
Transitioning your business to a new Broker-Dealer doesn’t have to be a painful process. Our Transition Support Team is dedicated to guiding you through the affiliation process efficiently and smoothly so you can concentrate on the most important aspect of your business: your clients. Our team can advise you on opportunities to:
Minimize Revenue Disruptions
Minimize Business Disruptions
Communicate with Your Clients
Identify New Opportunities
Update Your Business
Increase Your Efficiency
Feedback from Your Peers
Our Rep Chronicles series interviews Reps who have transitioned to ESI within the last few years and wanted to share their experience with future Reps looking to join ESI.