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
May Product Update
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.
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
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.
Client data to documents and flowcharts in seconds
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
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.