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)

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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.
SaaS icon

Standalone

CAPRI

Client facing digital fact find
  • 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

SORRENTO

Adviser-to-client digital fact find
  • Integration with Xplan or your CRM
  • Customised practice or licensee branding & design
  • Incorporates your licensee parameters
  • Generate Fact Find PDF instantly
  • Interactive & flexible client engagement

MILANO

SOA & ROA online template manager
  • Integration with Xplan or your CRM
  • Interactive & flexible
  • Customised practice or licensee branding & design
  • Customise your template sections
  • Customise your advice template graphs, tables & charts

Brett Canning

Head of Sales & Distribution

Joe McCann

Head of Advice Sales
kabilan-murugananthan

Kabilan Murugananthan

Business Development Manager