EQ Investors has rolled out an enhanced version of its client portal, which will enable users to view all of their portfolio holdings in one place and analyse their performance.
Clients will be able to view both funds and tax wrappers held with EQ as well as externally held investments.
They can then carry out detailed analysis of their performance and drill down into their holdings to understand their asset allocation and geographic breakdown.
EQ chief executive and former Wealth Manager cover star John Spiers (pictured) said: ‘Despite the ridiculous amounts of money spent on platform technology over the last few years, investors still struggle to see a holistic view of all their investments in one place.
‘We all spend more time online than ever before and demand more information on a 24/7 basis.
A portal which offers the high level information clients need in a secure, user friendly and accessible format is therefore a no-brainer. We’ve already had a lot of positive feedback.’
The portal is currently available to EQ’s bespoke clients, those with £750,000 or more of investable assets, but will be open to all of the firm’s clients by autumn.