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Parthean

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AI-powered tool for automating and optimizing personal finance.

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Financial Planning
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Parthean Information

What is Parthean?

Parthean AI is a platform designed to help financial advisors improve their workflow and better serve their clients; it offers tools for financial planning, data gathering, data extraction, AI-powered paraplanning, and enhanced client experience through a mobile or desktop app where clients can view accounts, upload documents, monitor spending, schedule calls, and chat with their advisor.

Parthean Core Features
  • check_circle Financial Planning Modules
  • check_circle Customizable Form Builder
  • check_circle Data Extraction from Documents
  • check_circle AI Paraplanner
  • check_circle Client Portal (Mobile & Desktop)
  • check_circle Client Communication Tools

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