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AI-powered financial planning platform for advisors and their clients.
Parthean AI is a financial coach that provides personalized advice and solutions. It uses AI to answer questions and helps users build financial plans for specific goals, while also integrating with financial management tools. It accelerates client onboarding, planning, research, and data extraction with AI, offering features like tax-efficient strategy optimization, investment research, portfolio analysis, and automated financial plan generation.
Finance
AI-powered financial planning; Client onboarding and data gathering; Automated data extraction; AI paraplanning; Client communication and engagement tools
Every week, our team highlights tools solving real business problemsβhereβs a quick peek.
π Stay ahead with AI and receive:
β
Access our Free Community and join 400K+ professionals learning AI
β
35% Discount for ChatNode
π Stay ahead with AI and receive:
β
Access our Free Community and join 400K+ professionals learning AI
β 35% Discount for ChatNode