Tasks and Workflows
by Paradino · Wealth and investment platforms · Sydney, NSW, Australia
Workflow tooling for advice teams
About Paradino
AI automation software for financial advisers covering meeting capture, file notes and Statement of Advice preparation.
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Also by Paradino
- Meeting capture: Records client meetings and categorises goals, constraints and existing products
- File notes: Produces structured file notes linked back to the meeting record
- Advice document automation: Streamlines Statement of Advice preparation for advice practices
More in this category: Wealth management and investment platforms.
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