Padua Solutions offers solutions along the Advice Process:
Padua Home, a comprehensive workflow tracking system enabling advisers to monitor advice processes seamlessly at various levels, including client, adviser, practice, and licensee, ensuring efficient management and optimisation of advisory workflows.
Padua Discover, a digital discovery tool facilitating seamless data integration with CRMs for client-adviser interactions
Padua Compare, enabling advisors to juxtapose clients' current positions with recommended strategies and alternative products
Padua Recommend, empowering advisors to swiftly generate SOAs, Product Comparisons, and BID statements, expediting the advisory process significantly.
For more information click here
