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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 Product Update September edition (Part 1). Tasks & Workflows
Thursday, September 10, 2026
Build each client process once, then let work completed in Paradino update the tasks around it.
Josh Ratnarajah
How Fox & Hare use AI in Financial Advice — Paradino
Tuesday, September 1, 2026
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.
Edgar Bennett
Paradino's The Work Behind the Statement of Advice
Tuesday, August 25, 2026
A reliable Statement of Advice depends on what happens before the writing begins. See the seven-phase process Paradino uses to keep the source material, strategy and adviser review visible.
Alex Gassner
RSS Feed
Thursday, September 10, 2026
Josh Ratnarajah

September Product Update: Make More of Paradino

Meet Dino, your new Chat Coach, designed to help you get more from Athena while you work. Workspace Documents now keep generated work close at hand, with improved visual generation built in.

Monday, August 3, 2026
Edgar Bennett

Could AI collapse the advice tech stack within two years?

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.

Thursday, July 23, 2026
Edgar Bennett

July Product Update: Work in the background

Athena can keep working on an SoA or RoA while advisers move on, returning their attention when a decision is ready for review.

Tuesday, July 14, 2026
Edgar Bennett

ProductRex Connector

Start ProductRex research from Athena using the client information already held in Paradino.

Monday, July 6, 2026
Edgar Bennett

June Product Update

One of our most significant advice workflow releases is here: the second generation advice agent Athena.

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