​​​​​​​​​​​​​​​​​​Everything you need, in one online portal

We'll put all your plan reports and data at your fingertips. Simply log in to our secure online portal to access your plan reports all in one place. Our platform also makes it easy for you to share files with us, request new reports and view participant information as they would see it.​

When we develop your plan, together we'll specify all the different reports you'll need around contributions, sales, transfers, tax, and more. We'll build the reports and publish them to your online portal at the frequency you set. When you need a different report, simply let us know - either online or via your client manager. We'll build it out and publish it to your online portal, ready to download.​​​


See all your participant data in one place

Log in and search for a participant. Open their record to see all their plan information. Contribution history, available shares, sales and purchases… it’s all there. Set different permission levels so you control what each member of your team can access.

Put yourself in a participant’s shoes

Use our handy ‘Employee View Online’ feature to see a participant’s data presented just as they see it in their online account. No more guesswork when dealing with those trickier enquiries.

Share your employee data securely

Throughout your plan lifecycle, you’ll frequently be sharing data with us – and vice versa. Many of these files will contain your employees’ personal information. We’ve built a secure sharing module to make this quick, easy and worry-free.

Customise your dashboard

Personalise your dashboard so you can see your most frequently accessed tools and reports all in one place as soon as you log in. It’s a small detail, but you get what you want and you get it fast.

Simplify share plan tax calculations for globally mobile employees

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Expert support at every step of your share plan journey

Develop

Create a share plan that achieves your goals

Launch

Set your share plan up for success

Manage

Seamless delivery of your plan events and administration

Support

Easily manage your employee share plans with EquatePlus

Security

Keep your data and assets secure

Flexibility

Future-proof your plan with our range of other services