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.
June Product Update
One of our most significant advice workflow releases is here: the second generation advice agent Athena.
June Product Update: Client Recordings
Record meetings directly in Paradino, keep the agenda in view and create the documents you need once the conversation is over.
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.