The Cadence Wealth Portal
Wealth Portal is our innovative technology solution, enabling our clients to experience an unrivalled level of support and service from the Cadence team.
- Full visibility of all your wealth in one place
- Read our financial newsletters and insights
- Keep all your own personal information up to date
- Daily updates of your investment portfolios
- Add your spouse, family members and professional contacts
- Scan, upload and store all your financial documents securely
- Link your bank account details to help you understand your saving and spending habits
- Top-up selected plans managed by Cadence whenever you choose
- Add and monitor any properties, business assets and possessions to give you a true picture of your financial health
- Secure communication with your financial planner and their team
