Equilibrium Client Portal

Features Equilibrium Client Portal

The Equilibrium client portal app is available to all Equilibrium clients.
Find all your up-to-date financial information and documents conveniently organised in one place, like a personal digital filing cabinet.It’s financial peace of mind in your pocket - knowing that your most valuable records are safe and accessible.
Your finances are brought together so you can view your savings, pensions, insurances, mortgages, loans and property wherever you are.With the Equilibrium client portal app you can:• Securely message your adviser or client manager.• Easily view how your investments are doing with your valuations being updated daily.• Quickly access a consolidated view of your net wealth across all your accounts, including all your assets and liabilities brought together into a single view.• Track your property against the Land Registry price index.• View all of your important documents in one easily accessible place!