Paradino
AI & Automation for Financial Advisers
From file notes, to paraplanning requests, Paradino automates the advice process so you can focus on what you do best. Paradino takes your meeting recording or transcript and uses AI to generate file notes in minutes. For in person meetings, record live in Paradino. Collaborate with Athena, our AI assistant, to generate strategies and paraplanning requests in real time.
Use Paradino to scale your advice process
- Time Savings: Generate file notes and paraplanning requests in minutes, saving up to 1 hour per file note and 3 hours per paraplanning request.
- Professional & Compliant: Ensure your file notes meet regulatory requirements.
- Customisable Templates: Tailor file notes, strategy papers and paraplanning requests to your specific needs.
- Virtual Assistant (Athena): Leverage our AI assistant to generate documentation and enhance client understanding.
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