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 tier 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.

Meet Athena Max: Your New Team of Experts

Included exclusively in the Pro Max plan, Athena Max isn't just a chatbot; she is a sophisticated AI system designed for complexity. Unlike standard AI models, Athena Max utilises a team of specialised agents that work in parallel.

When you request an SoA, Athena splits the work among these agents—one might handle cashflow projections, another superannuation and tax legislation, and another product comparisons. This "divide and conquer" approach allows for:

• Unmatched Accuracy: Specialised focus reduces hallucinations and errors.
• Self-Reflection: Athena Max reviews her own work to improve decision-making and perception before presenting it to you.
• Incredible Speed: By processing sections simultaneously, document generation time drops from hours to minutes.

How It Works: The Strategy Assist Workflow

As shown in the walkthrough, generating an SoA with Athena Max is a seamless experience that integrates deeply with your practice’s unique data.

1. The Setup (Practice & Client Knowledge)

Athena Max doesn’t guess; she uses your data. Before generation, she scans your Practice Knowledge Base for your specific risk profiles and strategy wording. She also dives into the Client Knowledge Base to analyse file notes, strategy papers, and financial data.

• Pro Tip: Athena works best when you upload consolidated comparisons and fact finds rather than dozens of raw bank statements.

2. Intelligent Strategy Formulation

Once you initiate the "Statement of Advice" workflow in Strategy Assist, Athena Max gets to work. She:

• Extracts Data: Pulls concessional contributions, super balances, and insurance needs directly from your files.
• Proposes Recommendations: She drafts recommended strategies (e.g., Super rollovers, establishing an SMSF) which you can refine or edit before the document is built.
• Checks Compliance: If your internal documents don't cover a specific strategy benefit or risk, Athena searches her internal Government Knowledge Base (tax laws, superannuation regulations) to fill the gaps.
• Live Web Search: Athena will even perform live web searches to find the most up-to-date Product Disclosure Statements (PDS) for your recommended products.

3. An AI That Learns Your Preferences

One of the standout features of the Pro Max plan is Preference Learning.

In the walkthrough, Josh demonstrated how Athena remembered a specific preference from previous interactions: “Just show the net cashflow on the chart.”

Athena Max remembers your formatting likes and dislikes—whether it’s chart styles, tone of voice, or data presentation—so every document she generates feels more like you and requires less editing over time.

Fast Generation & Dynamic Editing

Once you click "Proceed," Athena Max splits the template into logical sections and assigns them to her worker agents. Whether your template is 10 pages or 100, the generation process takes between 2 to 7 minutes.

The result? A fully formatted SoA complete with:

• Dynamic Charts: Interactive Pie and Bar charts for asset allocations and cash flow projections.
• Linked Data tables: If you update the data table, the chart updates automatically.

Need a Change? Just Ask.

Spotted an error? Need to tweak a recommendation? You don’t need to download the Word doc and fight with formatting. Simply tell Athena via the chat interface:

"Update the client's address to 30 Main St, Sydney, and add total inflow/outflow series to the cashflow chart."

Athena identifies the specific section, assigns an agent, and executes the change in seconds.

Upgrade to Pro Max Today

The Pro Max plan represents the next evolution of Paradino. By combining the speed of AI with the nuance of human preference and the rigor of specialized agents, we are giving time back to advisers.

Ready to generate your first SoA in under 10 minutes?