AI automation platform for financial advisers

From file notes to paraplanning requests, Paradino automates the advice process so you can focus on what you do best.

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Trusted by these great advice teams and licensees

Centrepoint Alliance
Finchley Kent
Fox & Hare
ASVW Financial Services
Sphere Financial Services
Collective FP
AS Wealth Advisers
Partners in Wealth
Koombana Financial
Edwards Marshall FInancial Solutions
Finspire
CMA Financial Services
Lifespan Financial Planning
InvestBlue
Figtree
Glow Wealth
Plan Plus
Purpose Planning
Infocus
Community Chapman Wealth
Apex Financial
Centrepoint Alliance
Finchley Kent
Fox & Hare
ASVW Financial Services
Sphere Financial Services
Collective FP
AS Wealth Advisers
Partners in Wealth
Koombana Financial
Edwards Marshall FInancial Solutions
Finspire
CMA Financial Services
Lifespan Financial Planning
InvestBlue
Figtree
Glow Wealth
Plan Plus
Purpose Planning
Infocus
Community Chapman Wealth
Apex Financial

Spendmoretimeseeingclientsandlesstimepreparingadvicedocuments.

Efficiencies

Advice at lightning speed.

Speed

File notes to paraplanning in minutes

Paradino takes your meeting recording or transcript and uses AI to generate file notes in minutes. For in person meetings, record live in Paradino. Collaborate with Athena, our AI assistant, to generate strategies and paraplanning requests in real time.

Accuracy

Accurate and compliant

Paradino uses the latest in AI technology, up-to-date Australian legislation and industry expertise to ensure high accuracy and compliance. Our AI models are grounded in factual data to minimise hallucinations.

Flexibility

Unlimited customisation

Paradino offers a range of templates to get you started, or you can create your own custom template to tailor to your practice or licencee's requirements.

Integrations

Connected to your financial planning software

Seamless two-way integration with intelliflo office, so you can sync client data in real time. More integrations coming soon.

Specificity

Australian made

Paradino is built by experts in the Australian financial planning industry. We understand the unique challenges of the Australian advice process and have tailored our platform to meet these needs.

The Real Winners

Advisers going home at 5pm
250
Clients achieving financial freedom
12K
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Security and Privacy

We handle your client data with extreme care.

Shield Check

Penetration Testing

Bulletproof security

Paradino undergoes regular penetration testing to ensure our platform is secure.

Lock Closed

Encryption

End to end encryption

Your data is encrypted in transit and at rest. We use industry standard encryption protocols including TLS 1.2 and AES-256.

Data Residency

Located in Australia

Paradino's end to end platform is hosted in Australia, so your data is always safe and secure.

Eye Slash

Privacy

Privacy by design

Your data is yours to keep. Paradino does not sell your data to third parties. Read our Privacy Policy for more details.

SOC 2 Type 1

Compliance

Technology you can trust

Paradino is SOC 2 Type 1 compliant, and we are in process of becoming Type 2 compliant. Visit our Trust Center for more details.

Circle Stack

Data Retention

Your data, your choice

Your video and audio recordings are deleted after 30 days. You can download your data at any time.

What our members are saying

Trusted by Australia's leading financial advisers.

Paradino is a game changer. We had tried some other products on the market, but have found this to be the most complete. It has reduced the time we spend on file notes dramatically and the review templates available are really helpful. We did upload one of our own templates as well which was seamless and easy to do.

Robert O'Reilly

Director and Principal Adviser, APEX Financial Services Group

Paradino has had a huge impact on the way we operate. We've seen noticeable time savings, and the accuracy - especially when it comes to numerical details - has been exceptional. It's also one of the most straightforward platforms we've implemented. The system is intuitive, and the team at Paradino has been great to work with.

Courtenay Walker

Head of Advice, Fox & Hare Financial Advice

I find it amazing. It is specifically designed for financial planners and places the captured information in the correct categories. It is not like generic AI apps. If we repeat ourselves or discuss non financial planning subjects, it does not repeat information nor capture other topics in the final report.

Claudia Rigoni-Brazzale

Principal Adviser, Sphere Financial Services

As a growing practice who puts family front of mind, we value anything that can help us grow efficiently and give us more time with family. Paradino has met both of these objectives. Paradino's support educating the team has aided this process and again generated more time for both business and non business activities.

David Woodcock

Director and Financial Planner, Collective Financial Partners

Paradino is saving me between 5-10 hours per week, and that is no exaggeration. This is time that I can now invest back into revenue generating, productive work for my clients and my business. Thanks again, from one very happy customer.

Jack Manoni

Director & Financial Adviser, Koombana Financial

We have recently commenced using Paradino Strategy Paper and Advice Request and this has been quite impressive in its ability to understand financial planning recommendations, issues, goal alignment, rationale and alternatives. I am still learning, but it has already saved me time in file notes and strategy work. Well done Paradino!

Mark McConnell

Senior Financial Adviser, Financial Planning Mackay

Introducing Paradino into my daily routine has cut down hours worth of work each week. The ability to summarise meetings in a conversational tone and generate file notes in an instant has allowed me to schedule more meetings without the stress of the administrative burden that it would normally produce. I love it!

Stephanie Dyer

Director and Financial Adviser, APEX Financial Services Group

The biggest benefit has been the time saved in preparing file notes after client meetings. I estimate that this saves me between 45-60 minutes following each meeting that would normally be dedicated to doing a file note manually.

Anthony Foy

Senior Financial Planner, Collective Financial Partners

From sceptic to convert in a couple of minutes. The use of Paradino has totally changed our perception of AI and made our record keeping and client communications a quick and seamless process. Using a system that has been tailored for the financial advice profession was a game changer for us.

Peter West

Financial Adviser, Thorner Investment Services

Since using Paradino I've been able to get back around 30 minutes after every client meeting which can add up to a significant time saver over a week. The accuracy, simplicity and ease of use is remarkable and won't be typing file notes every again.

David Leslie

Senior Financial Planner, Collective Financial Partners

Join the best financial advisers in the industry and start using Paradino today.

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