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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Transition management services

PADUA combines advice experts with proprietary technology to:
  1. Enhance your quality & efficiency
  2. Reduce your costs & compliance risks.

High quality & efficient transitions management

  • Dedicated team
    – Team Leader/Quality Assurance Manager (QAM)
    – Paraplanners
  • 5-10 business day SLAs
  • 3-step review process (self, peer, QAM)
  • Transition packs include SOA/ROA, application, transfer authority, in-specie documentation
  • Real-time SOA request tracking & reporting
  • Advice document cost – min $2,500 / month (ex GST)
  • Technology & research cost – starting from $200* / month (ex GST)
    * Adviser licence

Brett Canning

Head of Sales & Distribution

Joe McCann

Head of Advice Sales
kabilan-murugananthan

Kabilan Murugananthan

Business Development Manager