Software

Pricing
Book a demo

Let's talk about how our software can create more value for your clients.

From digital fact find to document production, Padua Software streamlines each stage of the financial advice process, saving Financial Advisers hours when it comes to comparing products and producing high quality advice.

Our software products

Padua Home

All roads lead to Home

Your client hub and workflow tracking system.

Padua Discover

Let's look into your existing situation, your goals & objectives

Features

  • Client & adviser-to-client digital discovery tool
  • Can integrate with your CRM, allowing you to push-and-pull data
  • Contains error handling and exceptions reporting to keep advisers on track

Padua Compare

Let's compare strategy & product options that meet your needs

Features

  • Instantly compare clients' existing positions with alternative product & strategy options
  • Over 1,200 platforms and 20,000 investments, plus retail & super insurance products
  • Produce Product Comparisons on the spot

Padua Recommend

Here's what we think is best for you, in the way that suits you best

Features

  • DIY recommendations
  • Generate your clients' SOAs, Product Comparisons and BID statements
  • Apply personalised branding across your documents

Padua Review

Let's make sure you are tracking against your objectives

Features

  • DIY recommendations
  • Generate your clients' ROAs, Product Comparisons and BID statements
  • Apply personalised branding across your documents

Pricing

Select a licence option

Adviser license options

It takes two to tango

$ 300 * per month (ex. GST)

Support licences available for an additional $100 per month (ex. GST) with the purchase of an Adviser licence.

Includes

  • Padua Home
  • Choose either Discover or Compare
Buy now

Three or more the merrier

$ 450 * per month (ex. GST)

Support licences available for an additional $150 per month (ex. GST) with the purchase of an Adviser licence.

Includes:

  • Padua Home
  • Choose Discover and Compare and receive Recommend and Review
Buy now
* Min. of 1 adviser licence is required per order. If you exceed 3 Adviser licences, you will automatically be charged a Practice Licence (per location) with unlimited licences at $900 or $1,350 per month (ex. GST).

Practice license options

It takes two to tango

$ 900 per month (ex. GST)

Support licences available for an additional $100 per month (ex. GST) with the purchase of an Adviser licence.

Includes:

  • Padua Home
  • Choose either Discover or Compare
Buy now

Three or more the merrier

$ 1350 per month (ex. GST)

Support licences available for an additional $150 per month (ex. GST) with the purchase of an Adviser licence.

Includes:

  • Padua Home
  • Choose Discover and Compare and receive Recommend and Review
Buy now

Want more value-creating advice?

Services

Let's talk about how our tech-enabled paraplanners can work for you.

Learn more

Data

Let's talk about how our data can help you with value-creating advice.

Learn more

The value your advice creates is the new measure of quality.

Your clients deserve value-creating advice.

Get in touch