Tech-Enabled Paraplanning

Padua Software is unlimited for advisers and support staff using our Tech-Enabled Solutions, reduce your tech stack now!

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The unattainable triangle is attainable with Padua.

Better Quality

Our team of experts uses our technology to help you generate high quality advice – each advice output generated to meet your client’s unique needs.

Better Value

By leveraging our Software, we pass the savings on to you, ensuring you get the best value.

Better Turnaround

But what’s quality without affordability? We understand that saving time, means saving money. Our dedicated team ensure your plans are turned around quickly.

Comprehensive workflow tracking system that allows you to track your advice at a client, adviser, practice and licensee level.

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A client & adviser-to-client digital discovery tool that integrates with your CRM allowing you to push and pull data.

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Compare your client's existing position with your recommended strategies and alternative products for selected wealth.

1.8k +

Platforms

22k +

Investments

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“We’ve been able to leverage Padua’s expertise and interactive software, with our internal offering, to ensure we provide our clients with quality advice, in an efficient manner. Their efficiency has played a key role in the quality of our service offering to our clients.”

Sarah Humm

National Adviser Support Manager

“Padua has always been a dependable partner in providing Invest Blue with an efficient and flexible outsourced paraplanning solution. With easy-to-use technology, Padua provides us with what our business values most; high-quality advice documents and fast turnaround times.”

Nick Stannard

Head of Advice & Compliance