Matthew Esler
Padua Solutions (Padua) today announced a major expansion of the Padua Advice Portal (the Portal), with AUSIEX joining as exclusive broking partner.
Padua Solutions CEO & Managing Director, Matthew Esler said advice firms and licensees increasingly need technology that connects every stage of the advice process, from client engagement and advice generation, through to implementation and compliance.
“The Padua Portal is an advice ecosystem that provides the connective tissue for the next phase of advice delivery in Australia,” he said. “We want to enable advisers to deliver more good advice to more clients, by giving them the infrastructure to do it efficiently and at scale.”
The expanded Portal, which can be fully white-labelled, quickly connects institutional partners through a single advice workflow layer. It is designed to deliver:
- Advice generation efficiency – reducing manual work and duplication across client discovery, advice generation and implementatio
- Client and member engagement – supporting both advised and non-advised engagement journeys through digital tools and connected data
- Integration and implementation connectivity – enabling wealth platforms, broking platforms, super funds and insurance providers to connect into advice workflows
- Compliance evidence – improving file quality, auditability and oversight through structured workflows and retained advice evidence
- Open, connected infrastructure – to help advisers efficiently scale from servicing around 100+ clients today, to 300 or more
“These capabilities are increasingly important as superannuation funds, platforms, licensees and advice groups look for scalable ways to address ‘the last mile of advice’,” Mr Esler said.
The ‘last mile’ is a term borrowed from logistics. It reflects the idea that while a parcel can travel 1,000 kilometres across the country efficiently, the final few hundred metres to the customer’s front door is often the greatest challenge and the most expensive.
“In financial advice, the last mile is about bridging the gap between advice and implementation,” Mr Esler said. “The Portal helps complete the last mile by connecting members and clients with the broader advice process.”
A core feature of the expanded Portal is its ability to support Application Programming Interface (API) and Model Context Protocol (MCP) integration between advice firms, licensees and institutional partners.
“These integrations reduce manual handling, improve implementation accuracy and support straight-through processing across platform, investment, broking and insurance workflows,” Mr Esler said. “The objective is to reduce friction in the advice process without compromising quality, control or compliance oversight.”
The expanded portal includes:
- Pre-advice engagement and discovery
- Client View: Modular client engagement portal supporting different client or entity structures
- WealthX: Open banking capability with Consumer Data Right (CDR)-enabled data capture: income and expenses, property valuations and mortgages
- Wealth Review: Interactive whole-of-wealth dashboard combining personal and financial information into a single digital view of a client’s financial position
- Advice generation and quality assurance
- Advice Guidance: Advisers strategise directly with Padua’s onshore Advice Guides, supported by Advice Optimiser, leveraging nearly 900 advice strategies
- WealthAI: Autonomous video generation for advice documents and member statements
- Implementation and compliance
- SteveAI: Agentive orchestration layer providing file notes and guidance
- Regulatory Advice File Audit (RAFA) for Licensees: Real-time ASIC and AFCA-aligned advice file audit, validating advice outputs pre and post implementation
- RAFA for Super Funds & Platforms: AI-enabled assurance framework designed to support trustee oversight of advice-linked implementation, compliance evidence and governance
Mr Esler said the Portal is now in such demand from advisers that Padua expects $27 billion in active money recommendations through the advice ecosystem in FY2027, up from $17 billion in FY26.