What's happening at Paradino.

We are excited to introduce our newest product, Strategy Assist. A natural next step in automation after file notes is paraplanning requests. Strategy Assist achieves this in a unique way, by providing a collaborative workspace where you can interact with Athena, our AI assistant, and develop tailored client strategies and automated paraplanning requests in real time.

We are excited to announce that we have successfully completed a SOC 2 Type 1 audit. This milestone underscores our commitment to maintaining the highest levels of security and operational excellence.

We’d like to introduce you to Athena, your new virtual assistant in Paradino. Athena is your own personal virtual assistant designed to make your workflow smoother and more efficient. Athena can help you access client information and insights by simply asking a question, and can help you prepare the right documentation; enabling you to focus on what you do best—advising your clients.