Watch their holdings grow
View simple graphics to show their shares, awards and contributions. Use interactive tools to model their portfolio value and create statements for download. It’s easy for your employees to see the value of their plan.
Sell shares in real-time
Model and place a trade based on a 15-minute delayed price. It’s fast, secure and no batched trading gives employees far greater certainty over the sale price. Receive sale proceeds in 190 countries, in a choice of 150 currencies.
Make changes to their plan
Carry out a range of transactions online including changing contributions, updating personal information and transferring vested shares to other accounts.
Expert support, just a phone call away
We have contact centres around the world, so no matter where your employees are, they’ll never struggle to get in touch with us at a time that suits them.With live translation in 170 languages, expert staff who understand share plans, and a VIP line for executives, you can rest assured your participants will get the first class service they deserve.
We know great service doesn’t happen without investment. We set rigorous standards around the training of our customer service representatives so they understand your plan and can support your employees in a friendly and efficient way.
And with a team of 19 quality assurance coaches reviewing calls, we’re continually improving our service to you.
Expert support at every step of your equity plan journey
Putting your plan data at your fingertips.
Treating your information as if it was our own.
Future-proof your plan with our range of other services.