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.
Easily view and communicate your client’s key financial metrics.
View your clients’ accounts, spending, and investments in one dashboard so you can be informed on their financial picture.
Client Onboarding
Give your clients a smooth onboarding process while getting all of the information you need.
Parthean’s dynamic and customizable onboarding form allows your clients to input data manually, link accounts, and upload statements directly into the Smart Vault.
Client Onboarding
Give your clients a smooth onboarding process while getting all of the information you need.
Parthean’s dynamic and customizable onboarding form allows your clients to input data manually, link accounts, and upload statements directly into the Smart Vault.
Data Extraction
Data extraction is boring. Let Parthean AI handle it.
Upload tax returns, estate planning documents, investment statements and more. Important information is automatically extracted and summarized so you don't have to look for it.
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
Provide your clients a finance platform they will actually use — and enjoy.
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.
