**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.

1. Schedule a demo to explore the platform. 2. Use the form builder to create and share client onboarding forms. 3. Upload documents for AI-powered data extraction. 4. Leverage AI paraplanner for research and analysis. 5. Share the client app for seamless communication and task management.

Is Parthean AI a financial advisor?

No, Parthean AI is an educational tool and does not provide financial advice, investing advice, or tax advice.

Can Parthean AI replace financial advisors?

No, Parthean AI is designed to enhance your workflow, not replace you. It helps you focus more on client relationships by handling heavy lifting tasks.

What types of documents can Parthean AI extract data from?

Parthean AI can extract data from tax returns, estate plans, investment statements, insurance policies, and loan statements, among others.

Parthean

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52.08%

Parthean For Advisors is an AI-powered financial planning platform that simplifies client onboarding, data extraction, and research, helping advisors deliver better financial decisions faster.

Added on: 2025.04.05

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