Give your participants access to their plans anytime, anywhere, on their devices
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.
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.
|Touch ID login|
|Manage pending transactions|
|Trade on the go|
|Tax at vest elections|
|Customised portfolio views|
|Purchase plan elections|
|Bank and brokerage account maintenance|
1 Available Q3 2017
2 From English, German, Italian, Spanish, French, Dutch, Portuguese, and Traditional Chinese