Employee services

ENGAGE EMPLOYEES,
EFFORTLESSLY

Your employees deserve first-class experience and 24/7 support

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Intuitive experience
from anywhere at anytime

EquatePlus delivers an unrivalled user experience with an extensive set of features to delight employees. Hassle-free access to portfolios, personal account information, dynamic notifications and calendars keep employees up to date and well informed. Our integrated online-elections make the plan enrolment process seamless for employees and administrators alike.

REAL-TIME
MOBILE ACCESS

The EquateMobile App gives your participants access to their plans on their smartphones. The App offers real-time views of portfolio values and events throughout the plan life cycle, push notifications and much more.

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24/7 Contact centre

We speak your language

 

Our multilingual global call centre supports employees across the world with a full range of services and are available 24/7 throughout the year. This provides an alternativeĀ to our online services for support or processing requests.

24/7 all year

5 key languages plus 100 available for translation

Plan-trained agents

US residents serviced by FINRA registered agents

99.8% user satisfaction

Engaging world-class services

24 Languages

Support for all major languages, making account information understandable for a global audience

High compliance

Online login agreements to ensure the legal and compliance requirements for employees are correctly recorded

Your brand

Company specific look and feel to mirror your brand

24/7 Support

Easy access to FAQs and 24/7 helpline from wherever you are in the world

Multi-view

However complex your requirements and corporate structures, the portfolio view for your employees remains simple

Real-time transactions

Straight through processing for real-time market and non-market orders and executions

Document archive

Safe storage of plan documentation and statements, readily available to be viewed or printed

Personalisation

Language, currency and accounts preferences can be set by participants