General

What if I only want one software module?

• Padua Home is required whenever you are looking to access Padua's Software – including Discover, Compare, Recommend and Review.
• Discover or Compare bundles can be purchased standalone ($100 per support, $300 per adviser or $900 per practice location).
• If you are accessing Padua Services (Paraplanning or Transition Management) you will need to purchase the full suite ($150 per support, $450 per adviser or $1,350 per practice location).

Can I bundle Padua Software with Padua Services?

• Yes, Padua Software and Service work hand-in-hand.
• If you are accessing Padua Services (Paraplanning or Transition Management) you will need to purchase the full suite ($150 per support, $450 per adviser or $1,350 per practice location).
• Please contact our sales team to see how we can assist you.

My business is scaling, can I add more services at a later date?

• Yes, to add more Software or Services, you can speak to your Key Account Manager or someone from our Sales team.

Is there a free trial available?

• No, but we do provide a three (3) month trial period.
• Following the trial period, we provide a 90 day notice period (advice practices and IFAs).

Where is my data stored and is it secure?

• We utilise secure AWS cloud-based servers that are domiciled 100% on-shore.
• Please refer to our full privacy policy for more details for how we treat your personal data.
  

What about my clients' data?

• Your clients' data is stored in the same way.
• For data submitted through Services (Transitions), we recommend that all data is uploaded to Padua's propriety workflow system (Padua Home) as an additional layer of security.
  

Billing

What is the billing cycle? When is first payment after registering?

• We split your monthly bill into two payments each month. The payments are deducted on the 1^st and the 15^th of each month.
  

What is your cancellation policy?

• We provide a three (3) month trial period where you can cancel at any time.
• Following the trial period, we generally provide a three (3) month notice period to advice practices and IFAs.