Tech-Enabled Paraplanning

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

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Product: Home dashboard
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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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Padua Compare screen
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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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Generate your clients' SOAs, Product Comparisons and BID statements in minutes.

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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