The Wilmslow-based firm manages over £700m of assets for more than 850 families and has developed and trialled a way for them to see their assets all in one place.
Equilibrium clients can access MyEQ through laptops, phones, desktops or tablets and view their own investment portfolio in one place.
Gaynor Rigby, Equilibrium managing partner, said the portal will give users a snapshot into their finances, with the ability to keep track of investments, see a true picture of their net worth and even calculate property values.
She said: “Equilibrium has been providing expertise on wealth and investment management for more than 20 years to our valued customers and MyEQ is a natural addition to our offer.
“We hope that this will provide an even greater level of customer experience by creating a quick and easy way to access everything from data to documents.
“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 portal safeguards data by using bank-level security and 128-bit encryption.
Ms Rigby said: “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.”
damian.fantato@ft.com
