Paradino

Paradino is an AI and automation platform that enables financial advisers to scale their practices by automating file notes and providing an AI assistant to help prepare for meetings and generate advice documentation like RoA's and SoA's. We position ourselves with a focus on the ability to integrate with a practice's existing process quickly and provide as much self-service efficiency as possible- Get up and running within minutes - login and start recording, or upload an audio, video or transcript - Use our file note templates, customise or add your own in minutes - Generate accurate file notes in ~2 mins, with the ability to edit in the platform and download or sync to your FP software - Create follow up client emails, identify gaps in fact finds or prepare for a client meeting using our virtual assistant, Athena - Create strategies and automated paraplanning requests in minutes - Audit SoA's in Paradino's Workspace - Create RoA's and SoA's using Athena MAX (patent-pending)- Simple pricing - Unlimited meeting hours, custom templates, strategies and paraplanning requests included in the one membership price