Optimise your time and engage more with clients.
Improve margins, reduce costs, increase efficiency.
Scale faster with on-demand services.
Local, dedicated, specialist teams.
OUTSOURCED PARAPLANNING
Intelligent, secure paraplanning that scales with your practice. Padua’s ROMA Online Advice Request System keeps you in control of the process. Work with our expert Paraplanners to ensure you deliver the highest quality outcomes for your clients. Think of them as an extension of your team.
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End-to-end outsourced transition management service for moving large volumes of platform clients. Padua's Transition Management System provides total control and transparency, compliance oversight and security for fast and efficient transitioning of superannuation, pensions, investments or insurance.
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PADUA TECHNOLOGY
Padua's Technology, including ROMA, TORINO, VERONA and SIENA, is designed to help you produce the highest quality advice for your clients. Outsourcing advice generation to Padua means advisers, dealer groups and licensees can focus on clients and growing the business.
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"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 helped us deliver advice and implement strategies for our clients 65% more quickly, which is the real win!"
Lifewealth Group