Under the partnership, Padua will provide transition management and paraplanning services to Findex’s financial advisers, and provide access to its “unique financial advice technology stack”, including its Genoa advice request system and Torino transition management system.
“Padua is focused on delivering high quality advice documents in an efficient and timely fashion,” said Padua co-founder Anne-Marie Esler.
“By leveraging both transition management and paraplanning divisions, Findex is accessing the full breadth of Padua’s premium outsource service capability.”
Padua said that being able to “dove-tail” into Findex’s existing tech capability was paramount to delivering an “in-house-like” solution to Findex advisers.
“At Findex, we are creating a new experience for our people, clients and communities,” said Julian Maloney, executive head of the Findex wealth division.
“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.”
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