EQ Investors, the boutique wealth manager led by John Spiers, has launched a client portal that gives investors a self-service environment with anytime access to portfolio and performance information.
The portal provides clients with a clear view of all their investments in one place, both for EQ funds and those held elsewhere.
The new portal is part of EQ’s ongoing programme to improve its services to support clients. Context-sensitive charts and graphs provide a graphical view of investment information with full insight into holdings, pricing data, market value and transactions all available.
In addition to ISA and pension holdings, the portal provides details on alternative investments such as VCTs and EIS’s.
Spiers says: “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.”