Fintech signs deal with large advice firm

Fintech Padua Findex

Fintech business Padua has signed a back-office service provision deal with financial and accounting advisory firm Findex.

Fintech business Padua has announced a new partnership with financial and accounting advice firm Findex involving the provision of paraplanning services and access to a range of financial advice tools.

Under the partnership, Padua will provide transition management services and paraplanning to Findex advisers, who will also have access to the former’s financial advice technology stack, which includes a transition management system, digital fact find, advice request system and workflow tracking system.

Padua offers the stack as software-as-a-service applications and co-founder Anne-Marie Esler said the fintech business was focused on delivering advice documents in an efficient and timely fashion and by drawing on the transition management and paraplanning divisions, Findex would be able to access the full scope of Padua’s outsource service capability.

Padua co-founder Matthew Esler added: “We are all about delivering great people powered by smart technology. Findex’s existing technology capability is well known, so being able to dovetail into that tech capability was paramount to Padua assisting in delivering a high-quality, ‘in-house-like’ solution to its advisers.”

Findex wealth division executive head Julian Maloney said the firm was pleased to partner with Padua, “who see the same opportunities as we do to deliver this experience”.

Copyright © SMS Magazine 2024

ABN 43 564 725 109

Benchmark Media

Site design Red Cloud Digital