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.
Paradino successfully completes SOC 2 Type 2 attestation: Reinforcing our commitment to security and trust
We’re proud to share that Paradino has successfully completed our SOC 2 Type 2 attestation — proving our commitment to keeping your data secure, available, and confidential. Trust is earned, and we’re here to earn yours every day.
Announcing our new documentation site
Today we release our new documentation site, featuring a Quickstart to help get new users up and running in Paradino. Whether it's generating your first meeting summary or jumping straight into RoAs, we are hoping our guides will help you get the outcome you want without bumps in the road.
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.