Equilibrium Client Portal 4+
Equilibrium Financial Planning LLP
Designed for iPad
-
- Free
Screenshots
Description
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!
What’s New
Version 2.2
Updated version of the Equilibrium mobile app.
Ratings and Reviews
App Privacy
The developer, Equilibrium Financial Planning LLP, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Identifiers
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Equilibrium Financial Planning LLP
- Size
- 47 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 9.3 or later.
- iPad
- Requires iPadOS 9.3 or later.
- iPod touch
- Requires iOS 9.3 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
- Age Rating
- 4+
- Copyright
- © 2022 moneyinfo Limited
- Price
- Free