What is Parthean?
Parthean For Advisors is an AI-enhanced financial planning platform designed to help financial advisors streamline their workflow and provide better service to their clients. It accelerates client onboarding, planning, research, and data extraction, making financial decisions faster and more efficient.
What are the features of Parthean?
- Planning Modules: Dedicated tools for liquidity, insurance, budgeting, investing, estate planning, and more.
- Customizable Form Builder: Create and share forms for onboarding, risk tolerance questionnaires, and document uploads.
- Data Extraction: Minimize manual data entry with 15+ extractors for documents like tax returns and investment statements.
- AI Paraplanner: AI agents handle research and analysis, freeing you to focus on client relationships.
- Client Experience: Clients can access accounts, upload documents, schedule calls, and chat via mobile or desktop apps.
What are the use cases of Parthean?
- Tax-Efficient Strategy: Optimize clients' tax situations with AI-driven insights.
- Investment Research: Generate 1-page summaries on stocks, bonds, and ETFs.
- Portfolio Analysis: Automatically analyze risk metrics, asset allocation, and optimization suggestions.
- Meeting Prep: Create tailored agendas to minimize prep time.
- First Draft Financial Plans: Generate customizable financial plans in seconds.
How to use Parthean?
- Schedule a demo to explore the platform.
- Use the form builder to create and share client onboarding forms.
- Upload documents for AI-powered data extraction.
- Leverage AI paraplanner for research and analysis.
- Share the client app for seamless communication and task management.
