Learn more about our technology platforms
For shareholders
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About us
We bring our expertise and experience in financial services to create dynamic partnerships that lead to advanced, compliant and people-focused solutions.
Helping companies build value and trust with their investors, customers and employees.
Manage your portfolio, update details, sell shares and more
Manage your employee share plan holdings




Dashboard includes price history, recent activity, a portfolio overview, document access and more.
Track portfolio changes, dividends and transactions.
Access and download your documents hassle free.
Start a conversation with our chatbot, who can answer questions about your Investor Centre account.




Personalised account experience with streamlined instructions, customisable languages, multiple currency options, and more.
Track performance, get share values, make trades, and initiate transactions in real-time.
Get visibility into estimated tax liability before transacting.
Access plans anytime, anywhere with the EquateMobile app available on the App Store or Google Play Store.
We bring our expertise and experience in financial services to create dynamic partnerships that lead to advanced, compliant and people-focused solutions.

We have a proven track record of delivering high value services to more than 25,000 private and public companies in all major markets around the world.

Our experts simplify complexity and deliver solutions that work for you, drawing on deep regulatory and specialist knowledge from strategic locations worldwide.

With our global reach, leading industry knowledge and an insatiable drive to innovate, we are uniquely positioned to find solutions to all kinds of challenges.

Since our early years revolutionising the digitisation of shareholder records, we’ve remained at the forefront of technological innovation within financial services.