The Art and Science of Great Service
To be competitive, you need a business process powered by technology that makes you efficient and easy to work with. You need software with data integration that cuts down on keystrokes. You need digital options that help you make the most of your time.
But you also need people; problem solvers who understand your business, can answer your questions, and who focus on solutions.
ESI Reps have access to both the technology options you need and the service you would expect from an experienced, full-service broker dealer and RIA.
Great Service: ESI Technology Platform
Does your technology make you more efficient? No matter what path you choose, from prospecting to plan implementation and ongoing service, technology plays a role throughout the entire process for today’s financial professional.
Our platform provides best-in-class technology and features a paperless business process with options that include electronic signature, validation, and integration with other key technologies. In addition, our suite of technology options* includes:
Prospecting and Marketing Tools
Stay competitive in a changing – and digital – marketing environment
Financial Planning Tools
Easily create a professional plan
Leading Client Relationship Management Tools
Helping ensure that client data is consistent across all your technology
Research Tools
Including Wealthscape® and discounted access to Morningstar Advisor Workstation
Trading & Account Servicing
Wealthscape’s® robust brokerage workstation integrates trading and service functionality with risk management tools
Electronic Business Processing Platform
A flexible, paperless process that includes auto-generated forms kits and eSignature**
Data Aggregation and Reporting
Download, consolidate, update, and reconcile client data automatically, on a daily basis
Equity Services’ Advisory Service Platform
An open architecture platform providing a wide range of managers and over 400 portfolio options
*Some technology requires an additional cost.
**Some vendors do not yet accept electronic signature. Service provided through DocuSign.
Great Service: The ESI Team
At ESI, we often say that great service is our product, and our Reps agree.
“The quality of the service people at ESI is far and away better than my previous company ever was. I’ve been doing this long enough that if I’m calling, the question is generally not an easy one, so being able to get in touch with people and have them understand what you’re talking about has been tremendous.”
- Brian Vieselmeyer, ESI Advisor
Our Team’s experience and knowledge means that you’ll have a faster, smoother service experience – and a more personal one.
Sharing the Knowledge
From “back to basics” refreshers, to advanced concepts, to best practices, ESI provides opportunities to explore new markets and solutions. Training options start when you affiliate with us as we introduce you to our business process. Resources include:- Best Practice interviews with your peers
- Technology training
- Product Training
- Live/Recorded sessions on practice management topics
- Conferences
- Specialized Training Programs