Ready, Set, Go

Padua's Ready, Set, Go service takes the hassle out of transitioning your clients' investments, consolidating platforms, and purchasing or selling a book.
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We make moving money easy.

Our expert team will project manage the entire process for you, producing your transition pack (SoA, Applications, etc.) quickly and cost-effectively.
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1. Ready (Analysis)

Book Analysis provides a detailed view of your client base, preparing for platform transitions.
We analyse large multi-platform data in 10-20 days.
Receive insights into platform transition likelihood and effectiveness.
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2. Set (Engagement)

Clear client segmentation and engagement.
Client data exceptions identified.
Your clients segmented by FUM, Adviser, Platform, Advice Type, number of products.
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3. Go (Implementation)

Padua produce the transition pack including the SoA, transfer authority, in-specie & other transition documents.
Real-time tracking.
We can complete a transition of any size.
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