Broker Check


Prospecting <br/>&#38; Marketing

& Marketing

Stay competitive in a changing – and digital – marketing environment.

Financial <br/>Planning Tools

Planning Tools

Easily create a professional plan using approved resources that include eMoney, MoneyGuide Pro, and Riskalyze.

Leading Client Relationship Management (CRM) Software

Leading Client Relationship Management (CRM) Software

Our approved CRM vendors help ensure that client data is consistent across all your technology.

Research <br/>Tools


Our research resources include Wealthscape® and discounted access to Morningstar Advisor Workstation.

Trading &#38; Account Servicing

Trading & Account Servicing

Wealthscape’s robust brokerage workstation integrates trading and service functionality with risk management tools.

Electronic Business Processing Platform

Electronic Business Processing Platform

Docupace provides a flexible, paperless process that includes time-saving features ranging from autogenerated forms kits to eSignature. *

Data Aggregation&#160; &#38; Reporting

Data Aggregation  & Reporting

Download, consolidate, update, and reconcile client data automatically.

* Some technology solutions are offered through a third party vendor at an additional cost. Third party entities are independent of Equity Services, Inc. unless otherwise stated.

** Dependent upon eSignature availability through the vendor.

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