High quality, compliant documentation generated quickly and efficiently.
Reduce costs and free up resources to build your business.
On-demand SOAs, ROAs, product comparisons, modelling and projections.
Local, expert, paraplanners dedicated to your clients and your business.
OPTIMISE YOUR PRACTICE
On average it takes 6.3 hours to complete just one SOA. Imagine what else you could be doing with that time for your clients and your business.
Padua's Outsourced Paraplanning delivers rapid, compliant advice generation at a fraction of the cost of in-house teams. Free your resources and scale your practice faster.
TECHNOLOGY DRIVEN ADVICE GENERATION
Padua's ROMA Online Advice Request System guides you through the paraplanning process - from the initial SOA request, through strategy review and due diligence, to final documentation review - all the while giving you on-demand reports on overall process performance. Our fail-safe process protects you and your clients by ensuring every SOA is thoroughly researched and compliant.
LEARN MORE >AN EXTENSION OF YOUR TEAM
Padua is Australian-owned and all your client’s data remains onshore. Padua's locally qualified paraplanners are the best trained in the industry. They think of themselves as part of your business - and are motivated everyday to help you get the best outcomes for your clients.
Unlike managing your paraplanning needs in-house - you can quickly scale to suit your growing business requirements without the need to recruit and train new staff.
OPTIMISE YOUR PRACTICE
Padua Paraplanning grows with your business. By outsourcing to Padua you can scale up or scale down your requirements, yet still access high quality paraplanners (as many as you need) who help you deliver quality, efficient outcomes for your clients every time.
| OUTSOURCED, TECHNOLOGY DRIVEN ADVICE GENERATION | STANDARD | PREMIUM | |
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Advice document generationOn-demand SOAs, ROAs, product comparisons, modelling and projections |
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Your own dedicated team of paraplannersExtend your team with a minimum of two dedicated paraplanners - with at least one senior paraplanner. All local and highly trained. |
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Rapid turn aroundSOA turnaround in no more than 5 business days. Request Rush Delivery for as fast as 1 to 2 business days turnaround. |
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Quality and complianceOur expertise is in producing high quality advice documents. We also work with you to meet your exacting licensee’s compliance standards. |
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Technical and strategic adviceConsult with our senior paraplanners to work through your advice strategy. |
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TechnologyROMA Online Advice Request System manages and tracks your advice documentation requests, product comparisons and strategy modelling seamlessly. |
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Research & Advice Content LibraryAccess Padua's product research database and library of advice and strategy wording for high quality customised advice documents. |
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Software AgnosticROMA works with all CRM software. Our Paraplanners are highly trained in Xplan, Adviser Logic, Practifi and MyCRM and can produce SOAs across each of these software systems. |
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Reporting and transparencyOn-demand reporting gives the oversight and the insights you need to ensure the your Padua Team is performing as expected. |
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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