AI Note Taker For Financial Advisers

We take data security seriously. All of your data is encrypted and stored in Paradino’s secure cloud environment, located 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. 

For any further information please reach out to one of the team.

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.