Software

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Software that makes financial advice easy.

Padua financial planning software is designed to enhance the quality of advice and streamline each stage of the advice process. With built in compliance tools and a visual user experience, financial planners can save hours producing their advice documents and collaborate with clients in real-time along the way.

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 900 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

Want more value-creating advice?

Paraplanning

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

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Transitions

Let's talk about how we can help with your next transition management program.

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Data

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

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

Your clients deserve value-creating advice.

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