Shypd.aiThe largest open index of AI toolsParadino is an AI automation platform for financial advisers that streamlines the advice process. It automates tasks from file notes to Statements of Advice, helping advisers focus on client engagement.
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Paradino is an AI automation platform specifically designed for financial advisers, aiming to streamline and automate various aspects of the advice process. From generating file notes from meeting recordings or transcripts to creating Statements of Advice (SoAs) and Records of Advice (RoAs), Paradino significantly reduces manual effort. The platform emphasizes accuracy and compliance, utilizing Australian legislation and industry expertise to minimize AI hallucinations. It offers flexibility with customizable templates and seamless two-way integrations with systems like intelliflo office, RetireMap, and Microsoft 365. Built by Australian financial planning experts, Paradino addresses the unique challenges of the local advice industry, ensuring data security and privacy with end-to-end encryption and Australian data residency.
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Likely Not Free
Not publicly disclosed. Check paradino.ai for current pricing.
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