Solution introduction

Shorter transition times brings forward revenue streams and ROI

Reduce overall transition costs. We target a < 6-month payback period

An end-to-end trasition management program
Padua's Outsourced Transition Management Services makes it easy for you to transition your client base between platforms or products. Padua's end-to-end transition management program is the most comprehensive, most efficient and most valued service for transitioning your clients.

Technology for high volume transitions
Padua's Transition Management System enables all stakeholders - from financial advisers, to licensees to platforms - to monitor and report on the progress of a transition. From initial registration of interest all the way through to the reconciliation of funds hitting the platform, our system makes sure you don't miss a beat.

Your team of transition experts
Padua's on-shore, highly qualified, transition project managers are the best trained in the industry. Your dedicated team gets to know you and your business and you get to know them.

They think of themselves as part of your team - and are motivated to help you get the best outcomes for your clients

Secure, compliant and complete
Padua's transition management program outsources the entire transition effort while speeding up completion, managing risk and delivering quality outcomes for investors. We employ the highest level of data security and privacy protocols. All data is stored locally. Nothing slips through Padua's comprehensive, technology driven seven step transition management program.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.