EQ has developed a market-leading client portal, providing a detailed overview of all your investments in one place.
- Daily performance measurement
- Comparison with benchmarks
- Underlying asset allocation
- Personal Balance Sheet facility to track all of your assets and liabilities
- Online access to your important documents.
Financial health checkOur online financial health check is an easy way to measure your financial well-being. It will give you an overall Financial Fitness Score that shows how secure and flexible your finances are – now and in the future, while flagging up anything that’s obviously missing from your financial plan.
“A great simple little tool to give a bit more insight into your financial situation.” - Jason Butler, FT columnist and financial well-being expert