It offered push-and-pull integration with Xplan and other financial advice practice software and full integrated with Padua’s adviser-led fact find Sorrento. Capri also used a one-time password authentication which provided an extra layer of security to prevent unauthorised access to client data. Matthew Esler, Padua co-founder, said they had received positive feedback over the reduction in effort required for client research. “Advisers told us clients were overwhelmingly positive about their new technology, and appreciated not needing to bombard people with too many questions,” Esler said. “They can choose which pathways to send them, and exceptions reporting makes it easier to identify any gaps. This allows them to quickly prioritise client solutions.”