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.
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
- Simple pricing
- Unlimited meeting hours, custom templates, strategies and paraplanning requests included in the one membership price
Company Details
- Employees
- 2
- Address
- Sydney, Au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://paradino.ai
- HQ
- Sydney
Paradino Questions
Paradino's website is https://paradino.ai
Paradino's LinkedIn profile is https://au.linkedin.com/company/paradinoai
Paradino has
2 employees.
View email and phone details for 2
employees at Paradino.
Paradino's industry is
Financial Services
Paradino's top competitors are
Wealthteamwork,
Advisewell,
Ensombl,
Marloo,
Claras.ai,
Faybl,
Filenote.ai,
Padua Solutions,
Scale Up Paraplanning,
Prospo Ai.
Paradino's categories are Financial Services
