Your Services Portal
As a Hamilton Blackstone client, you have access to our unique Client Services Portal, through which we facilitate electronic communication and the provision of estate planning documents. It has a "live" chat function as well, which means you can communicate to us in real time! The Portal is your "one stop" to track the progress of your estate planning documents, message us, upload and download documents, and raise queries.
The Client Services Portal is also accessible to your Financial Adviser (if you choose), which helps create a seamless service delivery to you. Your Adviser can use the Portal to upload documents, and assist you in the estate planning process, as well as communicate with us on your behalf.
To find out more about our Client Services Portal, please email us.
Financial Advisers, you have access to your own Planner Services Portal, which contains our entire knowledge library, including articles, technical content, sample disclosures for your Statements of Advice (around the importance of estate planning), learning material and marketing collateral. New material is uploaded to the Portal on an ongoing basis. You can "white label" our material for your own business use as well! Like your clients, you can use the Portal to communicate with us directly.
To find out more about our Planner Services Portal, or to request user access, please email us.
Existing users, login here.