Product: Home dashboard

Padua Home

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

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Discover

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

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Product: Discover, about page
Padua Compare screen

Compare

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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Recommend

Generate your clients' SOAs, Product Comparisons and BID statements in minutes.

Recommend

Generate your clients' SOAs, Product Comparisons and BID statements in minutes.

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Recommend Review & submit screen

“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