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

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

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Software (SaaS) products

PADUA has developed software for each stage of the advice process. Choose from standalone software or software bundles.
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Bundles

Fact find bundle

  • ROMA
  • CAPRI
  • SORRENTO
  • Integration with Xplan or your CRM
  • Choose the sections for the client to complete
  • Interactive & flexible client engagement
  • Incorporates your licensee parameters
  • Generate Fact Find PDF instantly
  • Customised practice or licensee branding & design
  • One-Time-Password (OTP) security

Paraplanning bundle

  • ROMA
  • CAPRI
  • SORRENTO
  • GENOA
  • Integration with Xplan or your CRM
  • Select from over 100 advice strategies
  • Interactive & flexible client engagement
  • Incorporates your licensee parameters
  • Generate Fact Find PDF instantly
  • Customised practice or licensee branding & design
  • One-Time-Password (OTP) security

Research bundle

  • ROMA
  • PALERMO
  • Integration with Xplan or your CRM
  • Compare up to 1200 super, pension & investment platforms
  • Compare over 20,000 investments

Brett Canning

Head of Sales & Distribution

Joe McCann

Head of Advice Sales
kabilan-murugananthan

Kabilan Murugananthan

Business Development Manager