# EquatePlus Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is EquatePlus the right Equity Management solution for you? Explore 13 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/185804/EquatePlus/reviews --- EquatePlus 1.4 (13) [View alternatives](https://www.capterra.com/p/185804/EquatePlus/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of EquatePlus Ease of use 1.7 Customer Service 1.7 ## Showing most helpful reviews Showing 1-13 of 13 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use GD Geoff D. Payroll Manager Events Services Used the software for: Less than 6 months ### "Excellent Product, Easy to Use. 10 out of 10 " July 8, 2025 5.0 Great tool and very clear and easy to use. I use the product on a daily basis to track the share price. Pros You can view the changes in the employees's share price on a daily, weekly, monthly or yearly basis. Cons So far I have not really found a negative though I would like to see the date the monthly contibutions are loaded. Review Source VR Verified Reviewer Architect Information Technology and Services Used the software for: 2+ years ### "What a mess of a financial service company - incompetent and untrustworthy " November 13, 2025 1.0 What a mess for a financial service provider. Mixing up my data and unable to correct this mistake for 3+ months. Sidenote: maybe that's why they removed the term "computer" from their brand. Pros Ease of use user interface. Phone support is reachable and speaks native and understands my non-native business English. At least we can communicate. Cons Computershare upgraded their SW to EquatePlus. During the migration my first name was mixed up with my last name. I'm required to submit a new (prefilled) tax form, which is prefilled wrongly with my first/last name mixed. I'm unable to correct this read only data on the form and consequently unable to submit. I have been unable to the fill in the new IRS tax form for the last 3+ months, although I have opened several tickets via phone support. They keep telling me, it will be fixed within 48 hours. Therefore I'm also unable to sell my shares and have been losing money for the last 3+ months. Switched from [Computershare GEMS](https://www.capterra.com/p/196558/Computershare/) Switch was induced by computershare themselves Review Source VR Verified Reviewer Research Scientist Building Materials Used the software for: 2+ years ### "Would swap share holders if I could" July 6, 2025 2.0 Poor, they are trying to make as much money from you as possible as the middle man, without providing good service. Pros It helps me access my hard earned Shares and make changes, issue instructions, access data for tax purposes. Cons The tool is really hard to use, for example, if I want to withdraw from my company's share program, I have to manually contact someone, defeating the point of the entire platform. This almost seems intentional to ensure I keep contributing to them even though I don't want to. It's also really cheeky how they monetise tax time and ask you to pay more money for a basic excel report of your tax info, which is autogenerated. Review Source GV Gerhard V. Clerk Supermarkets Used the software for: Less than 6 months ### "The worst." September 24, 2024 1.0 Terrible and Garbage. No updates on the number of shares since a month. Past transactions of purchases are just not there. Pros Really? Absolutely nothing! Computershare was good, This is garbage Cons It does not work. Terrible. No pending transactions anymore. No new shares since a month. Switched from [Computershare GEMS](https://www.capterra.com/p/196558/Computershare/) My company did. Computershare was perfect, Nothing works with Equate Plus. Review Source AV Alexander V. Group manager Computer Hardware Used the software for: 2+ years ### "The worst platform I even seen" October 23, 2024 1.0 Terrible. I loose money every year due restrictions they have. Pros Nothing. I have RSU only here and I never seen such bad last-century interface with only a few options. Cons \- Unfriendly interface. It takes time to understand what you really have and with what schedule to execute. - Inconvenient RSU processing: - You can not change Type of selling (sell-to-cover or sell) once you finish "Task" - Your RSU can be sold after market price if they have cents. Counterintuitive if you say sell by Market price. Cost me $1000 - You shall wait your RSU and money for a way. Why? Review Source BS Brian S. Sr software engineer Information Technology and Services Used the software for: Less than 6 months ### "Needs work (like a complete rewrite)" February 5, 2025 1.0 It's lousy.. I wish I had something positive to say but I really don't Pros it's cleaner than the old platform and faster Cons Where to start.. it uses strange confusing terms(maybe European standard terms?) , Computershare is slow over a week .. Lost dividends, used to see pending Transactions not now Review Source MZ Melissa Z. Sr. Director Defense & Space Used the software for: 1-2 years ### "EQUATEPLUS STEALS YOUR MONEY & MAKES EXCUSES" February 21, 2024 1.0 Pros They have horrible since joining with ComputerShare. Horrible! Cons hey have horrible since joining with ComputerShare. Horrible! Where to start...customer service - never, ever a call back, follow-up and makes excuses EVERY SINGLE time of why your money is in limbo between EquatePlus and your financial institution. I've been waiting 3 months for 31K and it is one excuse after another. Since this is a employer selected company, I don't have a choice but to use them. In addition, they have no area on their website where you can send in a concern or complaint, it lies in LIMBO. Review Source VR Verified Reviewer Stormwater Engineer Used the software for: 2+ years ### "All of my money was lost. Horrible experience. " July 29, 2018 1.0 Pros Any pros have been outweighed by the fact that they lost all of my money. Ease of use does not matter if they are just going to throw your money away. Cons They lost all of my money by using the wrong routing number. I have been trying to recover the money for 8 months and have had no luck. Never do business with this company. Review Source AR Alex R. Data Analyst Banking Used the software for: Less than 6 months ### "Zero stars. Terrible customer support." February 16, 2021 1.0 Awful. Single worst experience with a company in my life. Please avoid them at all costs. Pros Don’t like anything about the software or the company. Cons Customer service. It’s easily the worst that I have ever encountered. I have been in the process of transferring funds for more than a month now and they refuse to escalate or move toward resolving the issue. Review Source SR So R. Directeur Achats Consumer Goods Used the software for: 1-2 years ### "Unprofessional and total lack of customer support/service" July 2, 2021 1.0 Overall extremely bad. They claim there was a bug with my transaction 5 months ago and it is treated with the highest priority (5 months!!!!) . If you don’t contact them they don’t follow up. They don’t want to escalate to a manager. Average time waiting for an agent to answer above 10 minutes but they are not trained to listen not solve your problem. Stay away Pros None given that if any bug it cannot be solved within acceptable lead time and proper follow up Cons No proper online chat support with less than 10+min waiting time. Review Source KD Karen D. Angestellt Printing Used the software for: 2+ years ### "Service nicht vorhanden" March 15, 2021 1.0 Service nicht vorhanden. Der Versuch Aktien auf ein anderes Depot zu senden scheitert jedes Mal. Seit Monaten sind meine Aktien nun "in Bearbeitung" und ich kann nicht mehr darauf zugreifen. Das grenzt an Betrug. Pros Die Gestaltung ist übersichtlich. Das war alles. Cons Kein Service vorhanden. Kein Service per Mail oder Chat. Nur per Telefon. Dort Wartezeiten jenseits von gut und böse. Zusätzlich inkompetentes Personal. Review Source MK Mario K. Ing. Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Schlechter gehts nicht" December 17, 2020 1.0 schlechter gehts nicht Pros keine erkennbar, beim besten Willen, einfach nur schrecklich Cons aus meiner Sicht eine Zumutung. intransparent und inkompetente MA Review Source JD Joe D. Vice president Accounting Used the software for: Less than 6 months ### "Horrible" April 5, 2021 1.0 The worst client service experience - over the past 3 months I have called over 10 times and provided with inaccurate information every time. A month ago they told me to email tax reporting@computershare.co.uk which I did twice with no response and today I sent my 3rd email only to receive a respond saying to go back to Equateplus again. I am afraid this company is going out of business. No one can be this poorly managed. Stay away from this company at all cost... just google all the reviews... out of 5 stars they are rating 1.5 lol... Yes they are that bad! Pros Someone did answer the phone after a very long wait time. Cons It is the worst to get information for your tax returns. Review Source Similar Products Featured