Parthean AI
AI-powered financial planning platform for advisors and their clients.
Tags:Document Processing General Productivity Legal & Finance Office Assistants Research & Analysis Task & Project MgtAI Assistant AI Document Extraction AI For Data Analytics AI For Finance AI Meeting Assistant AI Productivity Tools AI Report Generator AI Research Tool AI Tax AssistantWhat is Parthean AI?
Parthean AI is a financial coach that provides personalized advice and solutions. It uses AI to answer questions and helps users build financial plans for specific goals, while also integrating with financial management tools. It accelerates client onboarding, planning, research, and data extraction with AI, offering features like tax-efficient strategy optimization, investment research, portfolio analysis, and automated financial plan generation.
How to use Parthean AI?
Parthean AI can be used by advisors to enhance their workflow through features like customizable form builders for data gathering, data extraction from financial documents, AI paraplanning capabilities, and client experience tools. Clients can access advice, view accounts, upload documents, and communicate with advisors through the platform.
Parthean AI’s Core Features
AI-powered financial planning Client onboarding and data gathering Automated data extraction AI paraplanning Client communication and engagement tools
Parthean AI’s Use Cases
- Tax-efficient strategy optimization
- Investment research and analysis
- Portfolio analysis and optimization
- Financial plan generation
- Client meeting preparation
