Parthean
AI-enhanced financial planning platform for advisors to accelerate client onboarding, planning, research, and data extraction.
Informações da ferramenta
O que é Parthean?
Parthean is an AI-enhanced financial planning platform that helps financial advisors organize client information, gather data via customizable forms, extract data from documents, perform comprehensive research, generate plans and analyses, and improve client experiences through a dedicated app.
Recursos principais
AI Paraplanner
AI paraplanning agents that perform extensive research and analyze client details to answer questions so advisors can focus on client relationships.
Data Extraction
Choose from 15 (and counting) extractors to import data from documents such as tax returns, estate plans, investment statements, insurance policies, and loan statements, minimizing manual data entry.
Customizable Form Builder
Use templates or build and share dynamic customizable forms for onboarding, risk tolerance questionnaires, document uploads, and more directly through the platform.
Planning Modules
Dedicated modules for liquidity, insurance, budgeting, investing, estate planning, goals, and more to address core financial planning questions.
Portfolio Analysis
Automatically understand client portfolio characteristics including risk metrics, asset and sector allocation, and optimization suggestions.
First Draft Financial Plan
Create customizable first draft financial plans for clients in seconds.
Client Experience App
Clients can view accounts, check off tasks, upload and view documents, monitor spending, schedule calls, and chat with advisors via mobile or desktop app.
Meeting Prep
Generate agendas tailored to clients' needs to minimize meeting preparation time.
Casos de uso
- #1
Tax-efficient strategy development
Identify areas to add value such as harvesting losses or creating a donor-advised fund based on clients' unique tax situations.
- #2
Investment research memos
Generate clearly summarized 1-page research reports on stocks, bonds, ETFs, and more.
- #3
Client onboarding and data gathering
Send customizable onboarding forms, risk questionnaires, and document upload requests to gather client information efficiently.
- #4
Discovering planning opportunities
Unearth key planning opportunities across all areas of financial planning to add value to client relationships.
- #5
Comprehensive topic research
Perform comprehensive research on any financial topic using AI capabilities.
Alternativas
Perguntas frequentes
What is Parthean?
Who is Parthean designed for?
How does Parthean’s data extraction work?
What can clients do in the Parthean app?
Does Parthean provide financial advice or investment recommendations?
Is pricing information available for Parthean?
Parthean Contato e mídias sociais
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