Employee services
Employee services
Your employees deserve first-class experience and 24/7 support
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.
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.
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
Support for all major languages, making account information understandable for a global audience
Online login agreements to ensure the legal and compliance requirements for employees are correctly recorded
Company specific look and feel to mirror your brand
Easy access to FAQs and 24/7 helpline from wherever you are in the world
Country dial codesHowever complex your requirements and corporate structures, the portfolio view for your employees remains simple
Straight through processing for real-time market and non-market orders and executions
FX SpreadsSafe storage of plan documentation and statements, readily available to be viewed or printed
Language, currency and accounts preferences can be set by participants