Blog
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.
Create a Record of Advice (RoA) in Strategy Assist
Today we have released the ability to create a Record of Advice (RoA) in Strategy Assist to all Paradino users (in beta). This is our first move into advice document generation and we are excited for the efficiencies that this will unlock for our advice practices.
Enhancing user customisation in Paradino
With the latest release, we are enhancing user customisation in Paradino by enabling file notes and advice documents to be generated using your practice's styling and branding.
Automate paraplanning requests with Strategy Assist
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.
Announcing our SOC 2 Type 1 Report
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.
Athena is your new personal virtual assistant in Paradino
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.