Employee services
ENGAGE EMPLOYEES,
EFFORTLESSLY
Your employees deserve first class experience and 24/7 support
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 porfolios, 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 lifecycle. push notifications and much more.
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 alternative 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
23 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
FX SpreadsDocument 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