
1. Engage firm
Padua Compare is a point-of-sale tool that instantly highlights the fee & feature benefits of transitioning to your platform & investments.
At Padua, we project manage your transitions to optimise your performance and minimise your risk. Our team, backed by proprietary software, create customised solutions to ensure a smooth and efficient process – helping you reach your future state, faster.
Moving to a new platform or consolidating platforms.
Switching to a new investment strategy or structure.
Acquiring a client book & bringing them onto your preferred platform.
Looking to maximise your business prior to sale.
Padua Compare is a point-of-sale tool that instantly highlights the fee & feature benefits of transitioning to your platform & investments.
Our dedicated team will highlight the benefits of our transition partnership, confirm service levels & pricing, and highlight next steps.
Client book analysis gives the advice firm a detailed view of their client base, and the confidence to know they are transition ready!
The advice firm can segment clients based on preferences, establish the timeline and how they will engage clients. The transition is set!
Padua now produces the transition pack including the SOA, transfer authority and other transition documents, with tracking in real-time.
The advice firm uploads the transition pack back to their CRM, or Padua can push back to our CRM integration partners – including Xplan.
Your clients deserve value-creating advice