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UK's Equilibrium To Launch New Online Portal
Robbie Lawther
30 August 2017
UK-based wealth management company is to launch its new online finance portal called MyEQ. “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. 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,” Rigby said.
The Wilmslow-based firm, which manages over £700 million ($907 million) of assets for over 850 families, has developed and trialled the portal to meets its customers' demands, the firm said in a statement.
Equilibrium Asset Management clients will be able to access MyEQ through laptops, phones, desktops and tablets, and will also be able to view their own investment portfolio in one place.
“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," Gaynor Rigby, Equilibrium managing partner, said.