Check out the examples below of how Parthean AI will be the most powerful assistant you’ll ever hire.
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.
Automatically understand the characteristics of your clients' portfolios including risk metrics, asset and sector allocation, and suggestions for optimization.
Not just a calculator. Use our dedicated planning modules for liquidity, insurance, budgeting, investing, estate planning, goals, and more to answer the core questions of financial planning.
Data Gathering
Customizable form builder
Use our templates or build and share your own forms with our dynamic and customizable form builder. Send onboarding forms, risk tolerance questionnaires, document uploads, and more directly through the Parthean platform.
Data Gathering
Customizable form builder
Use our templates or build and share your own forms with our dynamic and customizable form builder. Send onboarding forms, risk tolerance questionnaires, document uploads, and more directly through the Parthean platform.
Data Extraction
Minimize manual data entry
Choose from one of our 15 (and counting) extractors to import data directly into the Parthean platform. Upload documents such as: tax returns, estate plans, investment statements, insurance policies, loan statements, and more.
AI Paraplanner
Have AI paraplanning capabilities at your fingertips.
Your very own paraplanning AI agents that will do the heavy lifting, like doing extensive research and analyzing your client’s details to answer questions — so you can focus more on your client relationships.
AI Paraplanner
Have AI Paraplanning Capabilities At Your Finger Tips
Your very own paraplanning AI agents that will do the heavy lifting, like doing extensive research and analyzing your client’s details to answer questions — so you can focus more on your client relationships.
Client Experience
Clients can access your advice wherever they go
Clients can view their accounts, check off tasks, upload and view documents, monitor their spending, schedule calls, and chat with you via the mobile or desktop app.
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