EQ Shareview
ES
Financial Advisors
EQ Shareview
Yeoman Way, Worthing BN99 3HH
# EQ Shareview Business Description
EQ Shareview is a financial services platform operated by Equiniti, based in Worthing, that specialises in helping UK shareholders manage their investment portfolios online. The business serves individual investors of varying experience levels, from first-time shareholders to experienced traders, alongside those managing employee share schemes and estates.
The platform's core offering is Shareview Portfolio, a free digital tool enabling users to consolidate multiple shareholdings from different registrars into a single dashboard. This addresses a genuine pain point for shareholders who previously had to track investments across numerous providers. Users can monitor share values in real time, access quarterly nominee statements, and view comprehensive summaries of their complete holdings and employee schemes.
What distinguishes EQ Shareview is its integration with EQi, a next-generation investment platform providing access to over 8,000 global investments including shares, bonds, ETFs, gilts and funds. This positions them beyond basic portfolio tracking—they facilitate active trading with transparent, activity-based pricing rather than flat fees.
The business also demonstrates genuine care for customer needs beyond transactions. Their Bereavement Support service and multiple account management options (online, phone, post) recognise that shareholding management isn't always straightforward. This human-centred approach, combined with Equiniti's established reputation in shareholder services globally, establishes credibility in a sector where trust is paramount.
EQ Shareview is a financial services platform operated by Equiniti, based in Worthing, that specialises in helping UK shareholders manage their investment portfolios online. The business serves individual investors of varying experience levels, from first-time shareholders to experienced traders, alongside those managing employee share schemes and estates.
The platform's core offering is Shareview Portfolio, a free digital tool enabling users to consolidate multiple shareholdings from different registrars into a single dashboard. This addresses a genuine pain point for shareholders who previously had to track investments across numerous providers. Users can monitor share values in real time, access quarterly nominee statements, and view comprehensive summaries of their complete holdings and employee schemes.
What distinguishes EQ Shareview is its integration with EQi, a next-generation investment platform providing access to over 8,000 global investments including shares, bonds, ETFs, gilts and funds. This positions them beyond basic portfolio tracking—they facilitate active trading with transparent, activity-based pricing rather than flat fees.
The business also demonstrates genuine care for customer needs beyond transactions. Their Bereavement Support service and multiple account management options (online, phone, post) recognise that shareholding management isn't always straightforward. This human-centred approach, combined with Equiniti's established reputation in shareholder services globally, establishes credibility in a sector where trust is paramount.
Services offered
Online share portfolio managementConsolidated shareholding trackingShareview Portfolio account creationISA account management on EQi platformSelf-Invested Personal Pension (SIPP) managementLifetime ISA accountsGlobal investment trading (sharesbondsETFsfunds)Bereavement support and estate management