Wealth manager Equilibrium unveils one-stop-shop investment app
Equilibrium is about to launch a one-stop-shop online dashboard service for its wealthy clients on which they can see all their investments in one place. The Manchester-based wealth manager's MyEQ will be accessible through laptops, phones, desktop computers and tablets, and will allow investors to see a snapshot of their assets' worth and also to calculate property values. Equilibrium manages £700m of assets owned by 850 families.

Wealth management company Equilibrium is on the brink of launching its new one-stop-shop online finance portal MyEQ.

The Wilmslow-based firm manages over £700 million of assets for over 850 families and has developed and trialled the cutting-edge portal for their benefit.

Equilibrium Asset Management 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 multi-functional portal will give users a snapshot into their finances, with the added ability to keep track of investments, see a true picture of their net worth and even calculate property values.

“We are proud to be launching the online portal MyEQ. 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,” she said.

“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.”

Rigby added: “It’s important to mention that MyEQ is a financial peace of mind in your pocket. The portal makes sure that your data is safeguarded by using bank-level security and 128-bit encryption.

“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.”