Cheshire-based Equilibrium Wealth Management is launching a ‘one-stop’ online finance portal it has dubbed ‘financial peace of mind in your pocket’.
The firm, which has over £700 million of assets under advice, has developed and trialled the new portal, named MyEQ, for its existing clients, equating to around 850 families.
Equilibrium said clients would be able to access MyEQ through laptops, phones, desktops or tablets, and view their entire investment portfolio in one place. Users will be given a snapshot into their finances, be able to track investments, view their net worth and calculate property values.
Equilibrium managing partner Gaynor Rigby (pictured) said she hoped MyEQ would ‘provide an even greater level of customer experience’.
She said: ‘MyEQ is a modern-day personal digital financial filing cabinet. It will enable our clients to monitor their financial lives minute by minute.’
Rigby said MyEQ would offer ‘financial peace of mind in your pocket’.