From file notes to advice documents, Paradino automates the advice process so you can focus on what you do best
Helping advisers scale their advice process
We're on a mission to lower the cost of advice and enable advisers to see more clients and build stronger client relationships.
Our mission
At Paradino, we are dedicated to transforming the way you work. Our mission is to provide you with the tools to automate and streamline your advice process, enabling you to scale and see more clients.
We're ex-advisers — so we understand the challenges you face. We use the latest in AI and automation to help you save time, do less administrative work and focus on what you do best, engaging with your clients.
File notes to advice in minutes 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 our AI assistant, to generate strategies, paraplanning requests and RoAs in real time. Accurate and compliant Paradino uses the latest in......