Blog
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.
Featured
Tuesday, May 27, 2025
Today we have released the ability to create a Record of Advice (RoA) in Strategy Assist to all Paradino users (in beta). This is our first move into advice document generation and we are excited for the efficiencies that this will unlock for our advice practices.
Josh Ratnarajah
Tuesday, May 20, 2025
With the latest release, we are enhancing user customisation in Paradino by enabling file notes and advice documents to be generated using your practice's styling and branding.
Josh Ratnarajah
Tuesday, April 29, 2025
We are excited to introduce our newest product, Strategy Assist. A natural next step in automation after file notes is paraplanning requests. Strategy Assist achieves this in a unique way, by providing a collaborative workspace where you can interact with Athena, our AI assistant, and develop tailored client strategies and automated paraplanning requests in real time.
Josh Ratnarajah
Monday, March 24, 2025
Josh Ratnarajah
Announcing our SOC 2 Type 1 Report
We are excited to announce that we have successfully completed a SOC 2 Type 1 audit. This milestone underscores our commitment to maintaining the highest levels of security and operational excellence.
Thursday, November 21, 2024
Alex Gassner
Athena is your new personal virtual assistant in Paradino
We’d like to introduce you to Athena, your new virtual assistant in Paradino. Athena is your own personal virtual assistant designed to make your workflow smoother and more efficient. Athena can help you access client information and insights by simply asking a question, and can help you prepare the right documentation; enabling you to focus on what you do best—advising your clients.