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Powerful search capabilities to deliver timely information

The first iteration of your new "employer" experience is the delivery of a powerful new search capability to help you locate employee plan participants.  The new search tool includes 'search as you type' functionality that continues to refine your search with every keystroke.   

Improving the display of information

We've improved how we display your employee information so you can quickly identify the account you need with the aid of visual cues and contextual layout. For example, the use of icons to clearly identify and draw attention to specific information.

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Enhanced layout delivers key employee information at a glance

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New technology stack underpins the “evolution”
Delivering a seamless, integrated solution for you and your employee plan participants requires an entirely new technology infrastructure.  This new technology stack is the foundation of our new application and will deliver an online experience that is highly responsive and supports you in efficiently completing the jobs you need to do.

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Throughout 2017 we will bring you a set of new features

  • Additional employee information so you will have all relevant details at your fingertips, including transaction details and ordinary share balances.
  • New functionality that will easily assist you with calculating current and future value positions for an employee participant.
  • Access to plan documentation, employee correspondence and payment information available to your employees.
  • You will be able to view the same information available to your employees so you can help them navigate and complete desired tasks.​

​Take a tour

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