Padua Home
All roads lead to Home
Your client hub and workflow tracking system.
Financial planning software that makes 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 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
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
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
* 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
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
Want more value-creating advice?
Services
Let's talk about how our tech-enabled paraplanners can work for you.
Data
Let's talk about how our data can help you with value-creating advice.
The value your advice creates is the new measure of quality.
Your clients deserve value-creating advice.