AI Automation Platform For Financial Advisers

Automate from File Notes to Compliance and Paraplanning Requests. Fully customisable to you. Unlimited use.

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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.

Top Features In Our Platform

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 SOC 2 Type 1 compliant and in the process of Type II. You can visit our trust center for more information.

Automated Paraplanning Requests

Provide Text, Audio and Upload Documents (or just record Audio) as inputs into the platform to generate automated paraplanning requests that are personalised to your clients goals and objectives.

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

Free

$0

/user
per MONTH

10 free meeting summaries

5 free automated paraplanning requests

Custom templates with AI prompting

Record and edit summaries in platform

Send email summaries

Insights, powered by Athena

STARTER

$149

/user
per MONTH

Unlimited meetings

Custom templates with AI prompting

Record and edit summaries in platform

Send email summaries

Insights, powered by Athena

PRO

$239

/user
per month

Unlimited meetings

Unlimited automated paraplanning requests

Custom templates with AI prompting

Record and edit summaries in platform

Send email summaries

Insights, powered by Athena

ENTERPRISE

Contact Us

20+ Advisers

Unlimited advisers and support staff

Unlimited meetings

Insights, powered by Athena

Custom template support

Dedicated account manager

API integrations

Paradino is a platform designed by advisers, for advisers, that automates file notes, compliance and paraplanning requests. Saving you 15+ hours per week.

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josh picture

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

We take data security seriously.

Paradino is hosted in Australia.

That means your client data is encrypted and stored in 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 SOC 2 Type I compliant and in the process of becoming SOC 2 Type II compliant. You can visit our trust center for more details.

 https://trust.paradino.ai

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.

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.

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.

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. 

Sign up and get 10 free meeting summaries. Record your meeting or upload a recording from any meeting tool. After a few minutes you will have a comprehensive file note summary. It’s that simple.

We keep audio and video recordings on file for 30 days after which they are automatically and permanently deleted. 

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.

Connect your team with Paradino

See our AI automation in action