EquatePlus Summer 2015 Release

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EquatePlus Summer 2015 Release

The Summer 2015 release of EquatePlus brings a host of new features including enhancements to user experience and seamless integration with EquatePyramid’s market leading financial reporting capability.


EquatePyramid integration and IFRS 2 enhancements

This release of EquatePlus brings full integration with EquatePyramid as an optional add-on module, giving you the ability to seamlessly access the extensive range of advanced accounting and disclosure reports of this financial reporting tool.

Further IFRS 2 compliant features and processes have also been rolled out within EquatePlus making it easier than ever to integrate with IFRS 2 compliant reporting solutions.


Enhanced participant login

Companies can now offer their participants a more user-friendly secure login and faster password recovery process. The new two factor authentication process enables participants to use their mobile phone to receive a validation key via SMS. In addition to providing a higher level of security, this allows participants to recover their password without having to request a physical letter or having to contact the EquatePlus Help Desk.


Advanced predictive search options

We have extended the participant search capabilities and options in the EquatePlus administrator page. You can now optionally enable predictive search use combinations of participant name, participant ID or even transaction ID. For busy administrators, this makes finding the right participant quick and simple.


Extended administrator session handling

By popular request, we have increased the session timeout for company to 30 minutes. Additionally, we have introduced new infrastructure to support so-called IP pooling – where a company’s IT network switches between a number of different IP addresses, causing unexpected security timeouts.


New EquateMobile features

We continue to develop the EquateMobile App, which provides participants access to their plan porfolio on their smartphones. Within this release, we have introduce new purchase election functionality, allows your participants to easily access and take part in the company’s election process on the go, anytime, anywhere. In addition, participants can now view, add and modify their cash and brokerage accounts directly via the App.


For full information on these and many other new features and enhancements introduced in this release of EquatePlus, please contact your Client Relationship Manager.