Paradino

RetireMap Connector

Use Athena to create and refine RetireMap plans from client information already in Paradino, then use RetireMap projection output in Strategy Assist during advice preparation.

The RetireMap Connector helps you move from client information, to cashflow scenario, to advice generation in a more connected workflow.

Athena can create the base plan using information already held in Paradino, model "what if" scenarios on top of it, and pull projection output into Strategy Assist when preparing advice documents. You can do all of this by asking Athena in chat, and RetireMap is always there when you want to work in it directly.

Get started in Paradino now

Before you start

Before using the RetireMap Connector, make sure you have:

  • A RetireMap account
  • Your RetireMap API key, created with both Read and Write permissions
  • A client with relevant information already available in Paradino

There are two RetireMap cards on the Connectors page, and you connect both:

  • RetireMap carries your API key and links your Paradino clients to their RetireMap records.
  • RetireMap MCP is what lets Athena work in RetireMap on your behalf. It signs you in through RetireMap rather than using a key.

Connect RetireMap first. Until you do, the RetireMap MCP card stays locked and shows "Requires RetireMap" instead of a Connect button.

Athena can use information already available in the client file, including meeting summaries, advice documents, and documents stored in the client Knowledge Base.

How to connect RetireMap

Step 1: Connect RetireMap with your API key

  1. Create an API key in RetireMap integrations, by clicking the Paradino integration. Select both Read and Write permissions.
  2. In Paradino, open Connectors from the left-hand side bar.
  3. Locate the RetireMap card.
  4. Click Connect.
  5. Paste in your API key and save.

Once connected, RetireMap will be available inside the client Workspace.

Step 2: Connect RetireMap MCP

This is the connection Athena uses to create and refine plans for you.

  1. On the same Connectors page, find the RetireMap MCP card. It becomes available once Step 1 is done.
  2. Click Connect. There's no API key for this one: you're taken to RetireMap to authorise Paradino.
  3. After authorising, you're returned to Paradino with the connection in place.

Creating a RetireMap plan

Once RetireMap is connected, open a client Workspace and ask Athena to create a RetireMap scenario. There is also a one-click prompt in "Ask something else".

For example:

Create a RetireMap scenario using latest information we have on this client. Use the latest fact find and/or file note. Also search the client knowledge base for relevant financial information.

Athena will review the information already available in Paradino and use it to prepare the base plan. Depending on the information available, this may include:

  • Employment details
  • Superannuation balances
  • Financial assets and liabilities
  • Other relevant client information from meeting summaries, advice documents, or the Knowledge Base

This usually takes around 20 to 30 seconds.

You can link an existing RetireMap client to a client in Paradino by clicking the three dots button next to the client information (Workspace) and then "Manage Connections". For clients in Paradino that do not yet exist in RetireMap, Athena will create and link the client during scenario creation. Athena can use information already available in the client file, including meeting summaries, advice documents, and documents stored in the client Knowledge Base.

What Athena can do in RetireMap

You can ask Athena to handle RetireMap work for you in chat, including:

  • Set up a client, creating their fact find and base plan.
  • Update a base plan as circumstances change, for example "they bought another house".
  • Model a "what if" scenario, for example "what if Charlie salary sacrifices $500 a month". Athena creates a separate Scenario plan and applies the change there, leaving the base plan untouched.
  • Answer questions from the projections, covering cashflow, assets, age pension, retirement and tax.
  • Look up existing plans, accounts, super funds and properties.
  • Undo or remove data when you explicitly ask, for example "undo the property sale on Scenario A".

Ask in your own words and keep hypotheticals phrased as hypotheticals. Saying "what if Charlie salary sacrifices $500 a month" tells Athena to model it as a scenario, whereas saying "Charlie salary sacrifices $500 a month" tells it to record that as his actual situation.

Current workflow

  1. Ask Athena to create the RetireMap plan.
  2. Refine it by asking Athena for the scenarios you want, or open the plan in RetireMap to work on it there.
  3. Return to Strategy Assist.
  4. Use RetireMap projection output in the advice workflow.

Athena works through the RetireMap connection you authorise, so it can only do what your own RetireMap account permits. Destructive changes such as deleting or reverting data only happen when you ask for them explicitly.

Using RetireMap output in Strategy Assist

Once a scenario has been prepared in RetireMap, Strategy Assist can use the projection output during advice generation.

This allows Athena to:

  • Retrieve the relevant scenario output
  • Use cashflow projections in the document generation
  • Interpret first-year cashflow figures
  • Help identify items such as surpluses, distributions, or required contributions for adviser review

This output can then be used as part of SoA drafting in Strategy Assist.

Best practices

To get the best result from the RetireMap Connector:

  • Make sure the client file is up to date before creating the base plan.
  • Use consolidated client information where possible.
  • Review the scenario, in chat or in RetireMap, before moving into advice drafting.
  • Use only the relevant projection output for the advice being prepared.
  • Treat Athena's output as workflow support, not a replacement for adviser review.

As with other Strategy Assist workflows, better inputs produce better outputs. Paradino works best when the reference material is relevant, consistent, and not overloaded with unnecessary files.

Troubleshooting

The RetireMap Connector is not appearing

Check that your API key has been added correctly in the Connectors tab.

The RetireMap MCP card says "Requires RetireMap"

Connect the RetireMap card with your API key first. The MCP card unlocks once that connection is in place.

Athena can't work with my RetireMap plans

Check that RetireMap MCP is connected, not just RetireMap. The API key connection alone links clients and retrieves projections, but Athena needs the MCP connection to create and change plans for you.

Athena cannot create the base plan

Check that the client file contains enough relevant information for Athena to work with, including meeting summaries, advice documents, or supporting files in the Knowledge Base.

My scenario changes are not reflected in Strategy Assist

If you made the changes in RetireMap, make sure they've been saved there before returning to Paradino.

Can Athena update RetireMap scenarios directly?

Yes. Athena can create and update plans, model "what if" scenarios, retrieve projections, and revert changes when you ask it to, all from the client Workspace chat. You can still open the plan in RetireMap whenever you'd rather work on it there.

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