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Featured
How Fox & Hare uses AI in Financial Advice
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.
The work behind the Statement of Advice
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.
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.
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.
ProductRex Connector
Start ProductRex research from Athena using the client information already held in Paradino.