Parthean

Parthean is an AI-enhanced financial planning platform designed for financial advisors and planners. It accelerates and automates key workflows such as client onboarding, data gathering, financial plan creation, portfolio analysis, and research through AI-powered tools and paraplanning agents. The platform offers customizable forms, document data extraction, tax and investment analysis, meeting prep automation, and dynamic client communication via mobile and desktop apps, letting advisors spend more time on client relationships and less on manual work.