Equiniti Financial Services

Equiniti provides technology led, intelligent investment services to UK financial institutions and corporate clients. We also provide a comprehensive range of retail investment services to the employees and executives of our corporate clients and to the wider consumer market.

We are proud of the knowledge, flexibility and innovation Equiniti has in this highly specialist and regulated market. Our approach drives operational efficiency, mitigates risk and delivers an improved service for our clients and customers.

Our solutions cover these key areas:

Technology + Knowledge + Experts = Smart Solutions

Our Technology

Xanite is our wealth management platform which provides support to the front, middle and back office functions and powers Equiniti’s own wealth services.

Find out more about Xanite

Shareview is our investor portal which allows employee and shareholders to proactively manage their entire investment portfolio quickly and with ease.

Shareview Dealing, Equiniti’s share dealing platform, is intuitive and offers a Stocks and Shares ISA and Investment Account to support the share dealing choices of executives, employees, and shareholders.

Find out more about Shareview and Shareview Dealing

Our Selftrade investment platform is a leading UK provider of retail investment services.

Find out more about Selftrade

Equiniti’s International Payments service is powered by our cloud based, foreign exchange and payment platform, PayFac.

Find out more about our International Payments platform PayFac

Our Experts

We have a large team of regulation experts who are recognised industry practitioners. Our team includes: Fellows of the Chartered Institute of Securities and Investment, committee members at Euroclear UK & Ireland and members of the Association of Private Client Investment Managers and Stockbrokers (APCIMS). This team is aware of the conversations taking place in regulatory and political circles, and of up-coming issues that will affect the business and operations of our clients. We pass our knowledge onto our clients.

Equiniti provides a consistently high standard of service across all of our solutions, from our award winning customer services team through to our relationship managers, operational, technical and investment trading specialists.