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.
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.
Introducing Pro Max: Generate Complex Statements of Advice in Minutes with Athena Max
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
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.
The Paradino Mobile App - Now Available
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.