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Parthean
AI-enhanced financial planning platform for better client decisions

Parthean
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Home: https://www.parthean.com

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What is Parthean?

Parthean revolutionizes financial planning by combining AI technology with comprehensive practice management tools. The platform streamlines client onboarding, automates data extraction from financial documents, and provides sophisticated analysis capabilities for financial professionals.

Through its integrated dashboard, the platform offers automated portfolio analysis, tax strategy optimization, and customizable financial planning features while maintaining a user-friendly interface for both advisors and clients. The system includes AI-powered paraplanning capabilities that handle research, document analysis, and preliminary financial plan creation.

Features

  • Smart Vault: Secure document storage and automated data extraction
  • AI Paraplanner: Automated research and analysis capabilities
  • Portfolio Analysis: Automated risk metrics and allocation insights
  • Client Portal: Interactive dashboard for client engagement
  • Customizable Onboarding: Dynamic forms with account linking capabilities
  • Meeting Preparation: AI-generated agendas and planning opportunities
  • Document Analysis: Automated extraction of key information from financial documents
  • Research Reports: AI-generated 1-page investment memos

Use Cases

  • Tax strategy optimization for clients
  • Investment research and analysis
  • Portfolio performance monitoring
  • Client onboarding automation
  • Financial document analysis
  • Meeting preparation and planning
  • Financial plan creation
  • Client relationship management

FAQs

  • How does Parthean help with client onboarding?
    Parthean provides a dynamic and customizable onboarding form that allows clients to input data manually, link accounts, and upload statements directly into the Smart Vault.
  • What types of documents can Parthean analyze?
    Parthean can analyze tax returns, estate planning documents, investment statements, and various other financial documents, automatically extracting and summarizing important information.
  • What features are available in the client portal?
    Clients can view their accounts, check off tasks, upload and view documents, monitor spending, schedule calls, and chat with their advisor via mobile or desktop app.

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