Padua Solutions scours the globe for the best technology and service providers in the financial advice space.

Is Padua Italy worth visiting?

Using a combination of human resources and proprietary software, Padua offers a range of services to assist advisers in delivering the most value-creating advice possible.

The company’s flagship offering is a digital fact find solution called Capri that sends client data in stages allowing advisers to save a good deal of time on the backend of the process.

The company has also branched out into the research department with the appointment of senior research analyst Kristen Brown. She is the latest in a string of senior appointments including head of technical advice, Rudy Haddad and GM – sales Michael Lagudi.

Count Financial is hoping to reduce the time it takes to produce a Records of Advice from two hours to around 15 minutes.

This is a significant milestone for the company as it marks the first time Count has ever produced a ROA within a short period of time, without having to outsource it to a third party provider.

Considering the average adviser spends over a decade in business, this figure represents an enormous opportunity for the industry to improve its profitability and productivity.

The best way to achieve this is through an effective advice strategy that identifies and matches clients with the products and services that are right for them.

The key is to ensure that the client receives an accurate and timely advice document that meets or exceeds their expectations.