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What's happening at Paradino.
Stay informed with product updates, company news, and insights on how to save time and build stronger relationships with your clients.
Featured
June Product Update
One of our most significant advice workflow releases is here: the second generation advice agent Athena.
May Product Update
This month's update sharpens the loose ends of advice work: the handoffs, follow-ups and small admin gaps that sit between meeting, modelling, forms and the final output.
The working-after-hours tax usually starts with the second pass.
Most SoA delays don't happen in the writing. They happen in the handoffs. Here's what creates the loop and what fixes it.
April Product Update
This month’s update includes new Microsoft 365 and RetireMap connectors, Workspace improvements, new Admin Practice Settings, mobile updates, and a closer look at creating Advice Presentations.
Introducing Pro Max: Generate Complex Statements of Advice in Minutes with Athena Max
At Paradino, we know that the Statement of Advice (SoA) is the backbone of financial planning—but it’s also the biggest bottleneck. Writing comprehensive, compliant, and personalised SoAs often takes hours of manual work. Today, we are thrilled to announce a game-changer for your practice: the Pro Max plan, featuring the all-new Athena Max. In our latest walkthrough, Josh from Paradino demonstrated how this new offering allows you to generate a full, compliant SoA in under 10 minutes. Here is everything you need to know about the future of advice generation.