From individual SOAs to large volume transitions reduce time, resources and costs.
Process driven execution means you never miss an important due diligence step or record.
Drive down overall costs and resource drain with on-demand flexibility to scale.
Locally secured, private and compliant data, systems and processes.
ROMA – PADUA’S ONLINE ADVICE REQUEST SYSTEM
ROMA, is used by financial advisers to submit requests to Padua Paraplanning. ROMA is currently accessed by approximately 750 advisers, expected to increase to approximately 1,500 advisers by the end of 2018 financial year, representing about 10% of financial advisers across Australia.LEARN MORE >
SIENA - PROPRIETARY FINANCIAL ADVICE GENERATION SOFTWARE
SIENA is Padua's proprietary financial advice generation software used by Padua's Paraplanning and Transition Management Teams. SIENA is used where the adviser is not currently using existing advice generation systems such as Xplan, COIN, Midwinter, AdviserLogic or CCube; or Padua believes it to be inefficient or costly to utilise these systems.
TECHNOLOGY FOR HIGH VOLUME TRANSITIONS
Padua's TORINO Transition Management System enables all stakeholders - from financial advisers, to licensees to platforms – to monitor and report on the progress of a transition from initial registration of interest all the way through to the reconciliation of funds hitting the platform.LEARN MORE >
VERONA – PRODUCT RESEARCH PLATFORM
Coming Soon! Padua’s newest technology, VERONA is a platform, investment and insurance research system that supports both Padua’s Paraplanning and Transition Management. It provides deep insight into behaviours, key trends and other issues affecting advisers and their clients.
"It’s amazing the difference in the quality and efficiency of our paraplanning since we brought on Padua. They are a seamless extension of our business - at a fraction of the cost of doing it all ourselves”.Finstyle Planning Solutions
"Padua Paraplanning is a big plus for us in attracting new advisers to Spark. The combination of senior technical paraplanners and the most efficient online request system out there means our advisers can focus on their clients and growing their practices."Spark
"Padua enabled us to produce superior advice explained in a presentable advice document that is easy to follow and compliant. What’s more, they enjoy their work which shows in the outputs they produce. Padua are reliable and committed."Thirdview
"We've partnered with Padua since 2014, as a preferred supplier of quality Paraplanning services to our advice community. They consistently meet our compliance and quality advice standards across a wide range of SOAs, from risk only to highly complex strategies."Centrepoint Alliance
"Padua helped us deliver advice and implement strategies for our clients 65% more quickly, which is the real win!"Lifewealth Group