Padua expands advice portal with AUSIEX partnership

Padua Solutions has expanded its Padua Advice Portal, naming AUSIEX as its exclusive broking partner as the advice technology provider looks to streamline advice generation, implementation and compliance for financial advisers.

The partnership integrates AUSIEX's execution, clearing and settlement capabilities into the platform, allowing advisers to connect portfolio construction, implementation and compliance through a single workflow.

Padua chief executive and managing director Matthew Esler said advice firms were increasingly seeking technology that linked every stage of the advice process as they look to scale their business.

"The Padua Portal is an advice ecosystem that provides the connective tissue for the next phase of advice delivery in Australia," Esler 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 supports digital client engagement, advice generation, implantation, compliance monitoring and API integration with wealth platforms, superannuation funds, insurers and broking providers. It also includes artificial intelligence capabilities designed to automate advice documentation, quality assurance and regulatory file reviews.

Esler said the platform was designed to address what he described as the "last mile of advice" by bridging the gap between advice production and implementation.

"In financial advice, the last mile is about bridging the gap between advice and implementation," Esler said.

"The Portal helps complete the last mile by connecting members and clients with the broader advice process."

Padua expects advice generated through the ecosystem to increase to $27 billion in active money recommendations during FY27, up from $17 billion in FY26.

AUSIEX chief executive Patrick Salis said embedding its investment infrastructure directly into adviser workflows reflected the company's broader evolution beyond trade execution.

"AUSIEX has spent 30 years building the execution, clearing and settlement infrastructure that Australian markets depend on," Salis said.

"The Padua Advice Portal brings that capability directly inside the adviser workflow, where portfolio construction decisions are made."

Padua said it is finalising additional strategic partnerships and experts to announce further integrations in the coming months.