The Mobile App
for your plan participants

Give your participants access to their plans anytime, anywhere, on their devices

Hands holding mobiles illustration


Mobile illustration

Today 8 out of 10 people access the web on multiple devices, increasingly mobile first.

Now your participants can keep up to date with their portfolio, enter trades and never miss plan related events or opportunities again – all straight from their smart phone.

Protected by state-of-the-art security, the full featured App is available for Apple (iOS) and other (Android devices) mobile operating systems.

Touch-id iconApp storeGoogle play


EquateMobile provides smartphone access to your plan participants. The App offers powerful features as standard, including real-time views of portfolio values and events throughout the plan lifecycle. You can also enhance user experience by switching on advanced options, from push notifications and tax at vest, to purchase plan elections and even trading.

Mobile phone showing EquateMobile app

Powerful features as standard

  • Portfolio

    • Real-time portfolio values 
    • Powerful charts
    • Share price history 
    • Overview of vestings, grants and other plan related events
    • Document library

  • Ease of use

    • Two step login1 and state of the art security
    • Personal preferences and account maintenance
    • Choice of 2 languages2
    • Access to our Contact Centre
    • Contact details maintenance

Premium features

Check Touch ID login
Check Customised elections
Check Manage pending transactions
Check Trade on the go
Check Push notifications
Check Tax at vest elections
Check Additional languages2
Check Exercise
Check Customised portfolio views
Check Purchase plan elections
Check Promotional toolkit
Check Bank and brokerage account maintenance

1 Available Q3 2017
2 From English, German, Italian, Spanish, French, Dutch, Portuguese, and Traditional Chinese

Find out more about EquateMobile

EquateMobile Product Card

Offer your plan participants the flexibility to access their plan portfolio on the go, anytime, anywhere!