Paradino AI

Paradino is an AI-powered platform for financial advisers that automates the advice process from end to end. It converts meeting recordings into file notes and paraplanning requests, and allows you to upload documents to create strategy papers, advice requests and records of advice in minutes instead of hours. By removing the administrative and documentation burden, Paradino helps advice firms capture more data, streamline compliance workflows and increase team productivity.

Founded by former advisers, Paradino is built with a deep understanding of the regulatory, operational and client-facing challenges advice businesses face every day. The platform fits naturally into existing advice processes, enhancing rather than disrupting how practices work.

Our mission is to lower the cost of quality financial advice and enable advisers to see more clients while maintaining high standards of compliance and client care. Advice practices across Australia use Paradino to standardise processes, improve documentation quality and consistency, and free teams to focus on building stronger client relationships.

Paradino works closely with financial advice businesses to make AI practical, safe and easy to adopt. We start by mapping current advice and paraplanning processes, identifying bottlenecks and low-risk, high-value automation opportunities. From there, we configure Paradino to mirror each practice’s templates, compliance requirements and tone of voice, so AI-generated outputs feel familiar and usable from day one.

We handle the technical setup – model configuration, prompt design and workflow integration – while ensuring client data is secure and meets Australian privacy and regulatory standards. Teams are onboarded through guided pilots, training sessions and side-by-side comparisons with existing processes, building trust and confidence in the technology. Ongoing, we monitor quality, collect feedback and refine the system so firms can expand AI use cases without needing in-house data science or engineering capability.