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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Paraplanning Services

PADUA combines advice experts with proprietary technology to:

  1. Enhance your quality & efficiency
  2. Reduce your costs & compliance risks.

Premium outsourced service that feels in-house

  • Dedicated team
    – Quality Assurance Manager(s)
    – Senior paraplanners
    – Intermediate paraplanners
  • Paraplanning technology bundle
  • 5-10 business day SLAs
  • 3-step review process
  • Paraplanning technology bundle
  • Real-time SOA request tracking & reporting
  • Advice document cost – min $2,000 / month (ex GST)
  • Technology & research cost – starting from $320* / month (ex GST)
  • * Adviser licence

Brett Canning

Head of Sales & Distribution

Joe McCann

Head of Advice Sales

Kabilan Murugananthan

Business Development Manager