CAPRI Digital Mini Fact Find – Engaging, customised, interactive & connects with your CRM

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SORRENTO Digital Fact Find – Integrates with Xplan, customised branding, interactive & flexible

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MILANO SOA Template Manager – Build your own digital SOA quickly, easily & compliantly

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Fact Find Bundle – Access ROMA (client hub), CAPRI (mini-fact find) & SORRENTO (fact find)

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GREAT PEOPLE + SMART TECHNOLOGY

At PADUA our great people – highly skilled & responsive advice experts – power our smart, proprietary financial advice technology

Software
(SaaS)

Financial advice software developed for each stage of the advice process
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Tech-enabled
services

Uniquely combining technical advice experts with digital automation
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Real advice
data

Objective financial advice data & insights in real‑time for advisers, licensees and industry
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Media &
advertising

Improve brand visibility and market direct to financial advisers at point-of-sale.
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PADUA provides SaaS and tech-enabled services which enable data & insights into financial advice

Brett Canning

Head of Sales & Distribution
  • 0412 554 343
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Joe McCann

Head of Advice Sales
  • 0423 946 439
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kabilan-murugananthan

Kabilan Murugananthan

Business Development Manager
  • 0432 679 396
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"PADUA helped us deliver advice and implement strategies for our clients 65% more quickly, which is the real win!"
Jason Harwood
CEO – Lifewealth Group
"PADUA has been supporting Morningstar’s transition management team by producing high quality financial advice documents for our mutual adviser clients since 2014."
Chris Galloway
MD – Morningstar Investment Management
“Using PADUA allows our advisers to collect the information once and use many times. We have calculated that this saves up to one hour per data reuse per client.”
Matt Lawler
CEO – Wealthmarket
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