EquatePlus

Compensation plan administration
powerful, real-time and intuitive

EquatePlus is the secure, easy to use web-based platform for your equity and non-equity based compensation plans 

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THE INTUITIVE PLATFORM FOR GLOBAL COMPENSATION PLANS

EquatePlus powers the effective administration of equity and non-equity based plans throughout the entire plan life cycle including grant communication, participant preference elections and post vesting administration as well as transaction features.

We support a wide range of plan types used across the world, including all employee plans, executive plans, performance plans, fund plans and any virtual or phantom plans. Our cloud platform is intuitive, flexible, and has security at its core.

ENGAGE EMPLOYEES, EFFORTLESSLY

EquatePlus enables participants to manage their plans intuitively online or via the EquateMobile App and execute in real-time.

It is available in 24 languages and directly linked with banking/brokerage networks across the world. The powerful capabilities, features and automation of EquatePlus ensure administering complex plans across borders is a breeze. It is fully customisable to your business and packed with engaging plan communication options.

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DELIGHT PARTICIPANTS

 

  • Outstanding user experience
  • Cutting-edge platform
  • Powerful targeted communication
  • Tone and format suiting your culture
  • Intuitive task and event management
  • Step-by-step guidance
  • Plan type specific portfolio overview
  • Access through any device
  • Paperless onboarding and password recovery
  • Standard and custom statements
  • Online tutorials & FAQ

FULLY FEATURED

 

  • Real-time execution and batch trading
  • Tax withholding rules and rates at any level
  • Integration with external providers for instant transaction tax calculation
  • Dividends as reinvestments and cash
  • Absolute and relative performance conditions
  • Predetermined market transactions
  • Managed vesting process
  • Mobility tracking
  • Insider handling
  • Automated termination handling and simulation
  • International regulatory compliance
  • Over 40 powerful reports

CUSTOMISABLE

 

  • Your brand look and feel
  • Portal features corresponding to applicable plan types
  • All main plan categories
  • Fully matched to your business rules
  • Available in 24 languages
  • Trading in multiple markets and currencies
  • Participant preferences integrated with flexible elections
  • Online participant consents (Login agreements)
  • Single sign-on and two step verification
  • Secure and automated data transfers, integrated with your data
  • Automated new awards through EquateFalcon
  • Advanced security package
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EquateMobile smartphone App

Unlock real-time mobile access to your plans

 

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Advanced security options

Extended security designed for today’s international business

 

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EquateFalcon awards engine

Deliver new awards faster, smarter, safer

 

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Engage employees effortlessly

Deliver an intuitive experience from anywhere at anytime

 

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+41 44 403 61 00
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EquatePlus Product Card

EquatePlus is the secure, easy to use, web-based platform for your equity based compensation plans.