Parthean

Parthean is an AI-enhanced financial planning platform designed for financial advisors. It helps streamline client onboarding, planning, research, and data extraction through a suite of integrated tools. Advisors can use dedicated planning modules for liquidity, insurance, budgeting, investing, estate planning, and goals. Data gathering is simplified with a customizable form builder that allows advisors to create and share onboarding forms, risk tolerance questionnaires, and document uploads directly through the platform. Data extraction capabilities minimize manual entry by importing data from documents such as tax returns, estate plans, investment statements, insurance policies, and loan statements using over 15 extractors. The AI Paraplanner feature provides AI agents that conduct research and analyze client details to answer questions and generate outputs like tax-efficient strategies, investment memos, portfolio analysis, and first-draft financial plans. Clients can access their accounts, view documents, monitor spending, schedule calls, and communicate with advisors via a mobile and desktop app. Parthean aims to enhance advisor productivity and client engagement without replacing the advisor's role.

Key Benefits

• Accelerates client onboarding and planning
• Customizable form builder for data gathering
• AI paraplanner for research and analysis
• Client mobile and desktop app for engagement