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. Your participants can now keep up to date with their portfolio straight from their smartphone and never miss plan-related events or opportunities again.
Protected by state-of-the-art security, the full featured App is available for iOS and Android devices.
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 switch on advanced options to enhance the experience for your users, from push notifications to tax preferences and purchase plan elections.
|Touch ID login|
|Manage pending transactions|
|Trade on the go1|
|Tax at vest elections|
|Customised portfolio views|
|Purchase plan elections|
|Bank and brokerage account maintenance|
1 Available by year end 2016
2 From English, German, Italian, Spanish, French, Dutch, Portuguese, and Traditional Chinese