paradino

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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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Paradino SOC 2 Type 2
Thursday, July 3, 2025
Paradino successfully completes SOC 2 Type 2 attestation: Reinforcing our commitment to security and trust
We’re proud to share that Paradino has successfully completed our SOC 2 Type 2 attestation — proving our commitment to keeping your data secure, available, and confidential. Trust is earned, and we’re here to earn yours every day.
Josh Ratnarajah
Paradino
Tuesday, May 27, 2025
Create a Record of Advice (RoA) in Strategy Assist
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
Your Advices Requests Automated - Paradino's Strategy Assist
Tuesday, April 29, 2025
Automate paraplanning requests with Strategy Assist
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
RSS Feed
Tuesday, June 17, 2025
Josh Ratnarajah

Announcing our new documentation site

Today we release our new documentation site, featuring a Quickstart to help get new users up and running in Paradino. Whether it's generating your first meeting summary or jumping straight into RoAs, we are hoping our guides will help you get the outcome you want without bumps in the road.

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Tuesday, May 20, 2025
Josh Ratnarajah

Enhancing user customisation in Paradino

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.

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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.

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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.

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