Australian fintech Padua will provide transition management services and paraplanning to Findex financial advisers as part of a new strategic partnership between the two firms.
Findex would also access Padua’s financial advice technology stack, including transition management system Torino, digital fact find Sorrento, advice request system Genoa and workflow tracking system Roma.
Anne-Marie Esler, Padua co-founder, said the firm was focussed on delivering high-quality advice documents in an efficient and timely fashion.
“By leveraging both transition management and paraplanning divisions Findex is accessing the full breadth of Padua’s premium outsource service capability,” Esler said.
Julian Maloney, executive head for the Findex wealth division, said Findex was creating a new experience for its people, clients and communities.
“We are building an effective and sustainable market leading advice capability. We are pleased to partner with Padua, who see the same opportunities as we do to deliver this experience.”
Matthew Esler, Padua co-founder said: “We are all about delivering great people powered by smart technology. Findex’s existing technology capability is well known, so being able to dove-tail into that tech capability was paramount to Padua assisting in delivering a high quality, ‘in-house-like’ solution to Findex advisers”.
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