Parthean: AI-Powered Financial Planning for Enhanced Client Engagement

Parthean is an AI-enhanced financial planning platform designed to streamline client onboarding, planning, research, and data extraction. It empowers financial professionals with AI paraplanning capabilities, offering tools for tax-efficient strategies, investment 1-page memos, portfolio analysis, and meeting preparation. The platform’s customizable form builder and document data extraction features improve efficiency, while mobile and desktop access ensures flexibility. Parthean is educational in nature and not a substitute for professional financial advice.

Key Features:

• AI Paraplanning: Automates and enhances financial planning processes.
• Tax-Efficient Strategy: Provides insights for optimized tax planning.
• Investment 1-Page Memo: Simplifies complex investment information into concise summaries.
• Portfolio Analysis: Offers detailed evaluations of investment portfolios.
• Meeting Prep: Streamlines preparation for client meetings with relevant data.
• Customizable Form Builder: Tailors data-gathering processes to specific needs.
• Document Data Extraction: Automates retrieval of information from tax returns and investment statements.
• Cross-Platform Access: Supports mobile and desktop users for seamless interaction.

Pricing:

Parthean offers a freemium model with essential features available at no cost and advanced tools accessible via subscription.

Conclusion:

Parthean is a powerful AI-driven platform that enhances financial planning efficiency and client engagement, making it ideal for businesses and professionals seeking streamlined financial solutions.