
June Product Update: Client Recordings
Record meetings directly in Paradino, keep the agenda in view and create the documents you need once the conversation is over.

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.
Transform Your Statements of Advice into Engaging Client Presentations with Paradino
Discover how to instantly turn your Statements of Advice into visual, client-ready slide decks using Athena AI. In this walkthrough, we cover how to generate presentations, customise your branding, and utilise AI to simplify complex data.