Parthean For Advisors

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.

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.

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Meeting prep

Minimize meeting prep time by using Parthean AI to generate agendas tailored to your clients' needs.

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Discover key planning opportunities

Add value to client relationships by unearthing key planning opportunities within all areas of financial planning.

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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.

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Investment 1-page memo

Gain a competitive edge through clearly summarized 1-page research reports on stocks, bonds, ETFs, and more.

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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.

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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.

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, set up automations, chat with you, and schedule calls -- all in one app.