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

Free trial

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

Free trial

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

Contact sales

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

Get started

Knowledge Base

Play Video

SORRENTO – PADUA's New Online Fact Find

PADUA have released SORRENTO, a new online fact find for financial advisers. SORRENTO is an interactive client engagement tool that can be customised with your practice’s branding and design.

SORRENTO – How to connect your CRM