# Blog ## [ProductRex Connector](https://paradino.ai/blog/productrex-connector) Edgar Bennett · 2026-07-14T00:21:00.000Z Start ProductRex research from Athena using the client information already held in Paradino. ## [June Product Update](https://paradino.ai/blog/june-product-update-2026) Edgar Bennett · 2026-07-06T22:00:00.000Z One of our most significant advice workflow releases is here: the second generation advice agent Athena. ## [May Product Update](https://paradino.ai/blog/product-update-may-2026) Edgar Bennett · 2026-05-29T00:24:00.000Z 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. ## [The working-after-hours tax usually starts with the second pass.](https://paradino.ai/blog/the-after-hours-tax) Edgar Bennett · 2026-05-28T05:10:00.000Z Most SoA delays don't happen in the writing. They happen in the handoffs. Here's what creates the loop and what fixes it. ## [April Product Update](https://paradino.ai/blog/product-update-april-2026) Alex Gassner · 2026-04-28T05:14:14.749Z 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. ## [Introducing Pro Max: Generate Complex Statements of Advice in Minutes with Athena Max](https://paradino.ai/blog/introducing-pro-max) Josh Ratnarajah · 2026-02-02T04:18:00.000Z 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 offering 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. ## [Client data to documents and flowcharts in seconds](https://paradino.ai/blog/client-data-to-documents-and-flowcharts-in-seconds) Josh Ratnarajah · 2025-12-05T00:34:00.000Z Our newest feature in Workspace allows you to create structured, branded documents from your existing client data in just a few clicks. Plus, discover how Athena can now generate, edit, and style complex flowcharts, letting you visualise strategies as easily as you write them. ## [A New Client-Centred Experience](https://paradino.ai/blog/a-new-client-centred-experience) Josh Ratnarajah · 2025-09-22T02:12:00.000Z 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. ## [The Paradino Mobile App - Now Available](https://paradino.ai/blog/the-paradino-mobile-app-now-available) Josh Ratnarajah · 2025-08-04T00:40:00.000Z The Paradino mobile app — now available on the App Store and Google Play — is a simple, secure tool for recording in-person meetings or dictating notes, with seamless upload to Paradino. ## [Paradino successfully completes SOC 2 Type 2 attestation: Reinforcing our commitment to security and trust](https://paradino.ai/blog/paradino-successfully-completes-soc-2-type-2-attestation) Josh Ratnarajah · 2025-07-03T00:41:00.000Z 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. ## [Announcing our new documentation site](https://paradino.ai/blog/announcing-our-new-documentation-site) Josh Ratnarajah · 2025-06-17T05:52:00.000Z 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. ## [Create a Record of Advice \(RoA\) in Strategy Assist](https://paradino.ai/blog/create-a-record-of-advice-roa-in-strategy-assist) Josh Ratnarajah · 2025-05-27T23:03:00.000Z 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. ## [Enhancing user customisation in Paradino](https://paradino.ai/blog/enhancing-user-customisation-in-paradino) Josh Ratnarajah · 2025-05-20T03:05:00.000Z 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. ## [Automate paraplanning requests with Strategy Assist](https://paradino.ai/blog/automate-paraplanning-requests-with-strategy-assist) Josh Ratnarajah · 2025-04-29T04:37:00.000Z 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. ## [Announcing our SOC 2 Type 1 Report](https://paradino.ai/blog/announcing-our-soc-2-type-1-report) Josh Ratnarajah · 2025-03-24T23:13:00.000Z 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. ## [Athena is your new personal virtual assistant in Paradino](https://paradino.ai/blog/athena-is-your-new-personal-virtual-assistant-in-paradino) Alex Gassner · 2024-11-21T01:37:00.000Z 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. ## [How Fox & Hare uses AI in Financial Advice](https://paradino.ai/blog/how-fox-hare-uses-ai-financial-advice) Edgar Bennett · 2026-09-01T00:40:00.000Z 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. ## [Could AI collapse the advice tech stack within two years?](https://paradino.ai/blog/advice-tech-stack-ai-basis-points) Edgar Bennett · 2026-08-03T03:39:00.000Z 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. ## [Transform Your Statements of Advice into Engaging Client Presentations with Paradino](https://paradino.ai/blog/advice-presentations) Jeremy Ok · 2026-02-02T04:18:00.000Z 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.