My Blackadders Wealth is a simple and secure online portal and dashboard that allows secure communication with your adviser and enbables you to view your investments and keep all your financial documents in one place. It will be accessible on your both your desktop and through an app on your mobile phone.
My Blackadders Wealth enables us to share documents and reports with you so you can read them when it’s convenient.
Simply log in to access your important financial documents. Notifications will be set up to alert you when important messages or documents are waiting to be read.
Your dashboard gives you a snapshot of all your financial information, providing an easy navigation point to access all you need.
It’s easy to personalise your dashboard to display the information that matters most to you.
My Blackadders Wealth makes it easy to see how your investments are performing. All Investments and Plans that we look after on your behalf will be automatically added to your dashboard. In the system, you will be able to view all documentation and you can also upload additional plans or information.
Our new tool will reduce the paperwork and signatures sent through the post.
My Blackadders Wealth is integrated with Docusign which enables documents to be signed online, safely and efficiently.
