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ENSI: The Integration Solution

IntegrationSolution ENSI offers a robust Technology Platform with the integrated functionality you need to run your investment business.

ENSInet provides industry-leading technology that includes full Outlook and PDA synchronization, complete and comprehensive referral tracking, straight through online brokerage account opening, the ability to integrate investment client data with your customer infomation systems, advanced Rep and Management dashboards and much more.

See our 2012 BISA Insert for further integration details!

ABOUT ENSI

"ENSI is a "High Touch, High Tech" organization large enough to allow access to all products and services needed in today’s competitive environment, yet small enough to be flexible and customize individual solutions for even the most complex investment program." - Rich Koll, National Sales Manager

Essex National Securities, LLC (ENSI), member FINRA/SIPC, is an independent broker/dealer, Insurance Agency and Registered Investment Advisor dedicated to partnering with financial institutions across the country to create and support “best in class” investment programs. At ENSI our strategy is clear- we build customized solutions for bank and credit union investment programs.

We are experienced in establishing new investment programs as well as transitioning and revitalizing existing ones. In doing so, we have established relationships with a broad range of partners, providing full access to a wide spectrum of financial products including fixed and variable annuities, discount brokerage, mutual funds, managed money programs, all types of life insurance and long-term care. Over the years, ENSI has built a solid reputation for providing outstanding marketing support, unparalleled training and exceptional customer service.

ENSI At A Glance:

  • Corporate Office: Napa, CA
  • Established: 1989
  • Financial Advisors: 300+
  • Strategic Product Partners: 20+
  • Financial Institution Partners: 30
  • Registered in all 50 States