AI Note Taker For Financial Advisers
An AI note taker that summarises any meetings, to any of your templates. Unlimited use.
Now with Athena, your own virtual assistant
Insights, powered by Athena
Leverage your client data and optimise your advice process by generating documentation, preparing for meetings and identifying missing or incomplete information.
Generate documentation
Athena can generate client emails, cashflow statements and other valuable documentation
Compliance checking
Athena can analyse and identify missing or incomplete information from your file notes
Know your client
Athena can prepare client summaries based on your last 5 file notes
Top Features In Our AI Note Taker
Custom Meeting Note Templates
Use our meeting note templates to accurately summarise clients meetings, or, upload your own meeting note templates and use our editor and AI prompting tools to tailor it to your needs.
Unlimited Record or Upload
Use Paradino online or in person, on your computer or phone to record meetings; or upload your recording from any source and have summaries in minutes.
Data Located in Australia
Paradino's entire platform runs in Australia. All your data is encrypted and stored in our secure Australian cloud environment. We are in the process of becoming SOC 2 Type II compliant. You can visit our trust center for more information.
Edit Summaries in Platform
Edit your summaries in seconds within our platform and generate email summaries for clients at the click of a button.
Meeting Summaries in Minutes
AI powered meeting summaries in minutes, saving you more than 5 hours per client.
Client Insights
Powered by Athena your virtual assistant, providing client information and insights. Q&A or generate valuable documentation to optimise your advice process.
Hear from our clients
Our clients love working with us, just read what they have to say!
Pricing
STARTER plan
$149
/user
per MONTH
Pay monthly
Unlimited meetings
Custom templates with AI prompting
Record and edit summaries in platform
Send email summaries
Insights, powered by Athena
Starter plan (Annual)
$119
/user
per month
20% discount for annual payment
Unlimited meetings
Custom templates with AI prompting
Record and edit summaries in platform
Send email summaries
Insights, powered by Athena
Licensee plan
Contact us
TIERED PRICING
Licensee support
Custom template library
Professional services
User training
Insights, powered by Athena
Real-time compliance insights (coming soon)
Paradino is an AI note taker that summarises any internal or external meetings into a template of your choice. Saving more than 5 hours per client.
About us
Alex and Josh have both held adviser positions in Australia. They co-founded Paradino, which in another language means ‘handover’. That’s where the company is focused; how to improve and automate the handover of information from adviser to support staff; connecting your team. They worked together in the Australian financial planning tech space where they met.
Alex went on to hold positions across paraplanning, as a financial planner, practice development manager, product manager and finally tech-stack and operations consultant. He knows what problems firms face to scale and grow, and knows what drives value for advisers and how to drive bottom line profit for firms.
Josh spent time as a financial adviser in Australia, then moved into technology within the financial planning industry. Since then, he has held several engineering executive roles in Fintech companies in New York. He has a strong background building secure and scalable software products to meet client needs.
FAQ
Tell me more about data and security?
We take data security seriously.
Paradino is an end to end platform running in Australia.
That means not only is your client data encrypted and stored in Australia, but all model interactions occur within Australia.
We use enterprise grade AI models that run within the same cloud environment and do not use your data for training purposes, so you can be sure your data is private and secure.
We are in the process of becoming SOC 2 Type II compliant. You can visit our trust center for more details.
What comes next after meeting summaries and what makes you different to other aI tools?
Paradino was created to automate the data collection and file noting process. Our mission is to automate the handover process from adviser to support staff; that means collect more accurate information, more quickly all whilst improving the client experience.
As co-founders, we are both ex-advisers and have held various roles in financial planning businesses. We understand the industry, compliance and business processes so well that we tailor our platform output to a level that generic tools can’t replicate.
how do i activate MFA On my account?
Paradino supports Multi-Factor Authentication (MFA) as another layer of security when signing in to the platform. You can enable MFA by clicking on your User Profile icon and selecting Manage Account > Security > Two-Step Verification > Authenticator Application. Scan the QR code using your favourite Authenticator app, such as Google or Microsoft Authenticator and follow their instructions on how to add Paradino.
Can I use my licensees template?
Of course, we understand licensee requirements. You can use our custom template feature which allows you to upload and manage your own templates. We also give the ability for a licensee to lock down templates for their advisers.
how does paradino work for in-Person meetings?
For in-person meetings, simply log in to the Paradino platform on your computer or mobile device and press record to capture the conversation. After the meeting, click upload and edit your file note summary as needed. Paradino then allows you to generate detailed client summaries directly via the platform, ensuring you capture all essential information seamlessly and efficiently.
how do I get started?
Sign-Up, login and press record (and upload when finished). Or upload your recording from any other meeting tool. After a few minutes you will have a comprehensive file note summary. It’s that simple.
what happens to my recording once summaries have been generated?
We keep audio and video recordings on file for 30 days after which they are automatically and permanently deleted.
how much time does paradino save me?
Paradino summarises Discovery, Fact-Find, SoA Presentations, and Review meetings into professional file notes and client summaries; saving you over 45 minutes per meeting. Our clients tell us they spend between 1 and 5 minutes editing post generation.