Padua Solutions – Streamline Your Financial Advice Process

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Padua Solutions is an Australian based financial advice technology company that provides software as a service and tech-enabled services to financial advisers. The firm aims to make advisers more efficient and productive by automating and streamlining the financial advice process.

Is Padua and Padova the same?

They’ve also made a name for themselves by developing clever marketing and communication solutions to help businesses grow their client base. Their recent additions include senior research analyst Kristen Brown and GM – sales Michael Lagudi.

The latest in the padua line is a client-facing digital fact find solution that helps advisers collect pre-meeting information more efficiently than ever before. This technology is the brainchild of Padua’s head of business development, Nicky Rudd.

It’s the smart way to collect and share data with clients, ensuring that they have the most relevant information at their fingertips for the most appropriate questions during an initial meeting. The solution sends the right sections to the right people at the right time, and has a one-time password authentication feature for extra security.

Another is the ROA production system which uses a machine learning algorithm to reduce the amount of time required to create a quality Records of Advice (ROA). This can save advisers up to 80% of their ROA production time.

The best way to find out how we can make your business more efficient is to schedule a demo with our team of experts. They’ll be able to show you how we can help you get the most from your business with our cutting edge solutions.

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