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What's happening at Paradino.

Stay informed with product updates, company news, and insights on how to save time and build stronger relationships with your clients.

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How Fox & Hare use AI in Financial Advice — Paradino
Tuesday, September 1, 2026
How Fox & Hare uses AI in Financial Advice
Fox & Hare tested ten AI tools before choosing Paradino. Courtenay Walker explains how the practice uses AI for file notes, paraplanning and advice documents, with humans in the loop.
Edgar Bennett
Could AI collapse the advice tech stack within 2 years? from the Podcast by Basis Points with Paradino CEO Alex Gassner and Fox & Hare Director Courtenay Walker
Monday, August 3, 2026
Could AI collapse the advice tech stack within two years?
Paradino Co-Founder and CEO Alex Gassner joins Ally Selby and Courtenay Walker on Basis Points to discuss why the future of financial advice may not involve more software, but fewer disconnected systems.
Edgar Bennett
Paradino Advice Presentations
Monday, February 2, 2026
Transform Your Statements of Advice into Engaging Client Presentations with Paradino
Discover how to instantly turn your Statements of Advice into visual, client-ready slide decks using Athena AI. In this walkthrough, we cover how to generate presentations, customise your branding, and utilise AI to simplify complex data.
Jeremy Ok
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Tuesday, July 14, 2026
Edgar Bennett

ProductRex Connector

Start ProductRex research from Athena using the client information already held in Paradino.

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Monday, July 6, 2026
Edgar Bennett

June Product Update

One of our most significant advice workflow releases is here: the second generation advice agent Athena.

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Friday, May 29, 2026
Edgar Bennett

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.

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Thursday, May 28, 2026
Edgar Bennett

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.

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Tuesday, April 28, 2026
Alex Gassner

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.

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