Shypd.aiThe largest open index of AI toolsParthean is an AI-enhanced financial planning platform that helps financial advisors accelerate client onboarding, planning, research, and data extraction. It provides AI paraplanning capabilities and simplifies finance for clients.
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About
Parthean is an AI-enhanced financial planning platform specifically designed for financial advisors to streamline and enhance their workflow. It accelerates client onboarding, planning, research, and data extraction through advanced AI capabilities. The platform offers dedicated planning modules for liquidity, insurance, budgeting, investing, estate planning, and goals. Advisors can utilize a customizable form builder for data gathering, send onboarding forms, and risk tolerance questionnaires. Parthean also minimizes manual data entry with 15 (and counting) extractors for documents like tax returns and investment statements. Its AI Paraplanner acts as a powerful assistant, conducting extensive research and analyzing client details, while the client experience includes mobile and desktop apps for viewing accounts, tasks, documents, and communicating with advisors.
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Pricing & Plans
Likely Not Free
Free Plan (Basic)
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