Parthean transforms financial planning by combining AI-powered insights with user-friendly tools for individuals and professionals. Whether you’re a financial advisor, small business owner or freelancer, Parthean helps you automate tasks like onboarding, tax strategy, portfolio analysis and client communication. Say goodbye to time-consuming financial management and hello to streamlined efficiency with Parthean’s easy to use platform.

FEATURES:

• Gather all the financial data you need with customizable forms and account integration, easy for clients and advisors.
• Get first-draft financial plans and personalized strategies in seconds, not hours.
• See all accounts, spending and investments on one dashboard, so you can make informed decisions.
• Upload tax returns and Parthean AI will extract the key data for you.
• Tailor agendas and summaries to each client’s needs, increase engagement and productivity.

FAQs About Parthean

How does Parthean help with client onboarding?

Parthean simplifies client onboarding with dynamic, customizable forms where clients can manually input data, link accounts or upload statements. You get accurate information and clients get a seamless onboarding experience. No more manual processes, so you can focus on building better client relationships.

Can Parthean help with tax and investment strategies?

Yes, Parthean’s AI finds tax opportunities and provides strategies for clients. From tax-loss harvesting to donor-advised funds, the platform shows you actionable ideas to add value to your clients. Plus, it does portfolio analysis so you can optimize investment allocations.

Is Parthean for individuals or only for financial advisors?

Parthean is for everyone, individuals, financial advisors, freelancers, small business owners. Whether you need to manage personal finances, streamline client workflows or get insights into financial data, Parthean has tools for you.

How is Parthean different from traditional financial tools?

Parthean combines AI-driven automation with real-time financial insights. Unlike traditional tools that only track data, Parthean automates financial planning, extracts data from documents and gives you actionable ideas. Its AI-powered features save time and are more accurate, it’s a complete solution for modern financial management.

What kind of support does Parthean offer?

Parthean offers extensive support, a knowledge base, tutorials and live chat support. Users can resolve issues quickly and get the most out of the platform. For enterprise users, dedicated account managers are available to help with onboarding and provide personalized support.