A New Client-Centred Experience

We’re excited to share major updates that make Paradino more client-focused, powerful, and accurate than ever. Paradino now puts your clients front and centre, with your client list embedded directly into the new sidebar for easy access.

Re-Imagined Insights as a Client Workspace

Insights has been completely re-designed as a dedicated client workspace. Here you’ll find Athena, ready to:

• Answer questions
• Perform research
• Handle compliance checks

Athena now has access to all your client’s file notes, strategies, and advice documents, plus both client and practice knowledge bases that you create.

• Starter Plan: Upload up to 2 files per practice and client knowledge base.
• Pro Plan: Enjoy unlimited knowledge base uploads

New Client Insights Report

Easily generate a detailed client insights report to prep for a review meeting or uncover opportunities and risks. Reports are automatically saved into your client workspace for quick reference.

Enhanced Athena for Pro Users

Athena is now more powerful than ever with:

• Voice input support
• Ability to upload short audio and video clips and most document formats

These improvements make Athena your most versatile and helpful assistant yet.

Streamlined Strategy Assist

The knowledge bases also power Strategy Assist to deliver faster and more accurate advice documents:

• Create advice requests and RoAs faster, without having to upload client documents every time
• Ensure content is personalised to your practice, and compliant to your licensee requirements

Seamless Copy & Paste

Athena’s answers can now be copied directly into Outlook or Word with all formatting perfectly retained — including headings, bullet points, and tables.

✨ With these updates, Paradino delivers a more client-focused, knowledge-powered, and efficient workflow than ever before.