Equilibrium, a UK-based wealth management firm, is set to launch an online finance portal that will allow clients to view their portfolio in one place.
The new portal, dubbed MyEQ, will allow clients to track their investments, view a picture of their net worth as well as make property value calculations.
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Equilibrium managing partner Gaynor Rigby said: “MyEQ is an exciting product and is essentially a modern-day personal digital financial filing cabinet that will enable our clients to monitor their financial lives minute-by-minute and day-by-day should they want to.”
The new portal will leverage bank-level security and 128-bit encryption and can be accessed through laptops, phones, desktops or tablets/.
“The online portal also provides secure communications with a client’s adviser and allows clients to get a grip on their calendars, not forgetting important financial dates such as premiums due, income receivable, insurance renewals and policy maturities,” Rigby added.
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