What's happening at Paradino.

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.

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.

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.