Help your clients make better financial decisions — quicker.

Accelerate your client onboarding, planning, research and data extraction with Parthean AI.
Schedule a Demo

Help your clients make better financial decisions — quicker.

Accelerate your client onboarding, planning, research and data extraction with Parthean AI.
Schedule a Demo
Client Overview
Client Onboarding
Data Extraction
Paraplanner
Client App
Tab 1
Tab 2
Tab 3
Paraplanner, Analyst, Researcher.
All in One.
Grow your client base
Our AI-powered tools will augment your capabilities to be able to take on more clients and grow your business.
Address burnout
Reduce stress and burnout from the many hours put into mundane and repetitive tasks.
Improve efficiency
Spend more time on building your relationship with clients instead of the time-draining administrative tasks.
Have peace of mind in privacy and security
Have comfort knowing this system uses the highest standards of encryption to protect your client’s data.
Interested in learning more?
Schedule a Demo
RESEARCHER
The Most Powerful Assistant You'll Ever Hire.
Accurate
We improve AI accuracy using highly-researched methods like retrieval augmented generation. Every question is heavily researched and cited to improve the AI model's accuracy and reduce hallucinations.
Sources are cited
We've trained our AI tool to only pull from reputable sources and to cite multiple sources with each research query.
 Built for finance
Parthean AI can do a lot, but we've narrowed its focus to all things personal finance. Be it a change to the Internal Revenue Code, a shift in target asset allocation, or useful insights into client spending -- Parthean AI is on it.
AI Paraplanning Capabilities at Your Finger Tips
Your very own paraplanning AI agents that will do the heavy lifting, so you can focus more on your client relationships.
First draft financial plan
Create customizable first drafts financial plans for your clients in seconds.
SEE EXAMPLE
Meeting prep
Minimize meeting prep time by using Parthean AI to generate agendas tailored to your clients' needs.
SEE EXAMPLE
Discover key planning opportunities
Add value to client relationships by unearthing key planning opportunities within all areas of financial planning.
SEE EXAMPLE
Advanced Financial Analysis. Done Immediately, by Parthean AI.
Parthean AI does the work of a financial analyst in minutes, for a fraction of the cost. Generate one-page investment memos or deep-dives on an entire sector. Create new strategies or create a comprehensive portfolio analysis, all with citations and research.
Portfolio analysis
Automatically understand the characteristics of your clients' portfolios including risk metrics, asset and sector allocation, and suggestions for optimization.
SEE EXAMPLE
Investment 1-page memo
Gain a competitive edge through clearly summarized 1-page research reports on stocks, bonds, ETFs, and more.
SEE EXAMPLE
Tax-efficient strategy
Optimize for your clients' unique tax situations. From harvesting losses to creating a donor-advised fund, Parthean AI will identify the areas you can add the most value.
SEE EXAMPLE
Get a deep dive.
Schedule a Demo
SMART VAULT
Data Extraction is Boring. Let Parthean AI Handle It.
Any document type
Upload tax returns, estate planning documents, investment statements and more. Important information is automatically extracted so you don't have to look for it.
Easy to review
No more hours reading lengthy and confusing documents. Quickly find the most important data and review to identify key planning opportunities.
Easy to integrate
Upload and download information to any of your existing workflows with ease.
Easily Edit, Add, and Export
After Parthean AI’s data extraction, you can edit values, add new ones, and download a CSV of extracted data.
Ready to learn more?
Schedule a Demo
FINANCIAL DASHBOARD
A Clear Financial View, for Both You and Your Clients.
Accurate financial data
Aggregate client accounts with real-time updates to balances. 
Modern design
Balancing simplicity and power, Parthean is designed to be the one finance app that you actually want to use.
In-app chat
Chat with clients in a more natural style. All conversations are archived for your compliance requirements.
Easily View Your Client’s Financial Picture
View your clients’ accounts, spending, and investments in one dashboard so you can be informed on their financial picture.
A Finance App Your Clients Will Actually Use
Your clients can view their accounts, monitor their spending, complete action items, chat with you, and schedule calls -- all in one app.
As seen on
Techcrunch
Forbes
The Money with Katie Show
Yahoo Finance
Buzzfeed News
NextGenPersonalFinance
See it in full action.
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© Parthean 2024
Parthean is educational, and is not an offer to sell or a solicitation of an offer to buy any security. Parthean is not a financial advisor, portfolio manager, or accountant, nor is your dedicated Parthean Coach. The sole purpose of your Parthean Coach is to guide your education — this is not financial advice, investing advice, or tax advice. None of the information conveyed through this app is a recommendation to buy, hold, or sell an investment or financial product, or take any action. None of the information conveyed through this app should serve as the basis for any investment decision. All investments involve risk, including the possible loss of capital. Past performance does not guarantee future results or returns.