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From individual SOAs to large volume transitions reduce time, resources and costs.

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Process driven execution means you never miss an important due diligence step or record.

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Drive down overall costs and resource drain with on-demand flexibility to scale.

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Locally secured, private and compliant data, systems and processes.

ROMA – PADUA’S ONLINE ADVICE REQUEST SYSTEM

ROMA, is used by financial advisers to submit requests to Padua Paraplanning. ROMA is currently accessed by approximately 750 advisers, expected to increase to approximately 1,500 advisers by the end of 2018 financial year, representing about 10% of financial advisers across Australia.

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TECHNOLOGY FOR HIGH VOLUME TRANSITIONS

Padua's Transition Management System enables all stakeholders - from financial advisers, to licensees to platforms – to monitor and report on the progress of a transition from initial registration of interest all the way through to the reconciliation of funds hitting the platform.

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VERONA – PRODUCT RESEARCH PLATFORM

Coming Soon! Padua’s newest technology, VERONA is a platform, investment and insurance research system that supports both Padua’s Paraplanning and Transition Management. It provides deep insight into behaviours, key trends and other issues affecting advisers and their clients.

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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
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"Padua helped us deliver advice and implement strategies for our clients 65% more quickly, which is the real win!"

Lifewealth Group