Parthean AI

Parthean AI: Empowering Financial Advisors with AI

What is Parthean AI?

Parthean AI is an AI-enhanced financial planning platform designed to help financial advisors improve efficiency and provide better service to their clients. It streamlines various tasks, from client onboarding to data extraction and financial planning, leveraging the power of artificial intelligence.

Key Features and Benefits

• Accelerated Client Onboarding: Speed up the process of gathering client information with customizable form builders. Create and share forms for onboarding, risk tolerance questionnaires, document uploads, and more directly through the Parthean platform.
• Efficient Data Extraction: Minimize manual data entry by using one of Parthean's many data extractors. Upload documents like tax returns, estate plans, investment statements, and insurance policies to automatically import data into the platform.
• Real Financial Planning: Go beyond simple calculators and utilize dedicated planning modules for liquidity, insurance, budgeting, investing, estate planning, goals, and more. Parthean AI helps answer the core questions of financial planning.
• AI Paraplanner Capabilities: Access AI paraplanning agents that handle time-consuming tasks like extensive research and client detail analysis, freeing you to focus on client relationships.
• Enhanced Client Experience: Clients can access their accounts, track tasks, upload and view documents, monitor spending, schedule calls, and chat with you via mobile or desktop app.

How does Parthean AI work?

Parthean AI leverages several core components to deliver its functionality:

1. Customizable Form Builder: The platform allows advisors to create dynamic and customizable forms to gather specific client information.
2. Data Extraction Tools: AI-powered extractors process uploaded documents to automatically pull relevant data, saving time and reducing errors.
3. AI Agents: AI agents analyze client data and conduct research to provide insights and support financial planning activities.
4. Client Portal: The platform offers a secure client portal for communication, document sharing, and task management.

Use Cases for Parthean AI

• Client Onboarding: Streamline the initial data collection process.
• Financial Planning: Create comprehensive financial plans with dedicated modules.
• Data Analysis: Quickly extract and analyze data from various financial documents.
• Client Communication: Improve client engagement through a dedicated portal.

Why is Parthean AI important?

In today's fast-paced financial landscape, efficiency and personalized service are critical. Parthean AI helps financial advisors:

• Save Time: Automate repetitive tasks and focus on building client relationships.
• Improve Accuracy: Reduce errors and ensure data consistency with AI-powered extraction.
• Enhance Client Satisfaction: Provide a seamless and engaging client experience.
• Increase Productivity: Handle more clients effectively with AI assistance.

Best Way to Use Parthean AI

To get the most out of Parthean AI:

1. Customize Forms: Tailor forms to gather the specific information needed for each client.
2. Utilize Data Extraction: Upload relevant documents to minimize manual data entry.
3. Leverage AI Insights: Use AI agents to analyze client data and gain valuable insights.
4. Engage with Clients: Use the client portal to communicate, share documents, and manage tasks.

Parthean AI Pricing

Please refer to the Parthean website for detailed information on pricing plans.

Parthean AI is not a financial advisor, portfolio manager, or accountant, nor is your dedicated Parthean Coach. The sole purpose of your Parthean Coach is to guide your education — this is not financial advice, investing advice, or tax advice.