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What's happening at Paradino.
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May Product Update
This month's update sharpens the loose ends of advice work: the handoffs, follow-ups and small admin gaps that sit between meeting, modelling, forms and the final output.
The working-after-hours tax usually starts with the second pass.
Most SoA delays don't happen in the writing. They happen in the handoffs. Here's what creates the loop and what fixes it.
April Product Update
This month’s update includes new Microsoft 365 and RetireMap connectors, Workspace improvements, new Admin Practice Settings, mobile updates, and a closer look at creating Advice Presentations.
Introducing Pro Max: Generate Complex Statements of Advice in Minutes with Athena Max
At Paradino, we know that the Statement of Advice (SoA) is the backbone of financial planning—but it’s also the biggest bottleneck. Writing comprehensive, compliant, and personalised SoAs often takes hours of manual work. Today, we are thrilled to announce a game-changer for your practice: the Pro Max plan, featuring the all-new Athena Max. In our latest walkthrough, Josh from Paradino demonstrated how this new offering allows you to generate a full, compliant SoA in under 10 minutes. Here is everything you need to know about the future of advice generation.
Client data to documents and flowcharts in seconds
Our newest feature in Workspace allows you to create structured, branded documents from your existing client data in just a few clicks. Plus, discover how Athena can now generate, edit, and style complex flowcharts, letting you visualise strategies as easily as you write them.