Parthean AI

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Introduction: An AI-enhanced financial planning platform designed to help clients make better financial decisions faster.
Added on: Jan 20, 2025
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Parthean AI

What is Parthean AI

Parthean AI is a comprehensive financial planning platform that leverages artificial intelligence to streamline client onboarding, planning, research, and data extraction. It organizes information efficiently, making it easier for both advisors and clients to manage financial data and make informed decisions.

How to Use Parthean AI

  1. Client Onboarding: Use the dynamic and customizable onboarding form to collect client data manually, link accounts, and upload statements directly into the Smart Vault.
  2. Data Extraction: Upload tax returns, estate planning documents, and investment statements. Parthean AI will automatically extract and summarize important information.
  3. AI Paraplanner: Utilize AI paraplanning agents to conduct extensive research and analyze client details, allowing you to focus more on client relationships.
  4. Client Experience: Provide clients with a user-friendly platform to view accounts, upload documents, monitor spending, and communicate with you via the mobile or desktop app.

Use Cases of Parthean AI

Parthean AI is ideal for financial advisors looking to enhance their workflow by automating data extraction, client onboarding, and financial research. It is particularly useful for optimizing tax strategies, generating investment memos, and preparing for client meetings.

Features of Parthean AI

  • Tax-efficient strategy

    Optimize for your clients' unique tax situations, including harvesting losses and creating donor-advised funds.

  • Investment 1-page memo

    Generate clearly summarized 1-page research reports on stocks, bonds, ETFs, and more.

  • Portfolio analysis

    Automatically understand the characteristics of your clients' portfolios, including risk metrics and asset allocation.

  • Discover key planning opportunities

    Unearth key planning opportunities within all areas of financial planning to add value to client relationships.

  • Meeting prep

    Minimize meeting prep time by generating agendas tailored to your clients' needs.

  • First draft financial plan

    Create customizable first draft financial plans for your clients in seconds.

  • Client Overview

    Easily view and communicate your client’s key financial metrics in one dashboard.

  • AI Paraplanner

    Have AI paraplanning capabilities at your fingertips to do extensive research and analyze client details.

  • Client Experience

    Provide clients with a finance platform they will actually use and enjoy, including account viewing, task management, and communication features.

FAQs from Parthean AI

1

What is Parthean AI?
Parthean AI is an AI-enhanced financial planning platform designed to help financial advisors streamline client onboarding, planning, research, and data extraction.
2

How does Parthean AI enhance client onboarding?
Parthean AI offers a dynamic and customizable onboarding form that allows clients to input data manually, link accounts, and upload statements directly into the Smart Vault.
3

Can Parthean AI handle data extraction?
Yes, Parthean AI can automatically extract and summarize important information from tax returns, estate planning documents, and investment statements.
4

What are the benefits of using Parthean AI for financial planning?
Parthean AI helps optimize tax strategies, generate investment memos, analyze portfolios, and prepare for client meetings, allowing advisors to focus more on client relationships.