Paradino is an AI-powered platform designed to streamline the advice process for financial advisers. Originally launched as a meeting summarisation tool, it has evolved into a comprehensive solution that supports strategy development, advice documentation, and client engagement. The platform’s core mission is to reduce the administrative burden on advisers while improving the quality and consistency of client-facing outputs.

Paradino addresses several key challenges faced by financial planning firms, including time-consuming paraplanning workflows, fragmented client data, and the need for compliant documentation. By integrating AI into the advice process, Paradino enables advisers to focus more on client relationships and strategic thinking, while automating routine tasks such as file notes, strategy papers, and advice requests.