Imagine

Parthean AI

AI-powered financial planning platform for advisors and their clients.

The AI REPORT pick
Other
Finance
Subscription (monthly/yearly)
Overview
ABOUT

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.

USE CASE

Finance

KEY FEATURES

AI-powered financial planning; Client onboarding and data gathering; Automated data extraction; AI paraplanning; Client communication and engagement tools

Meta
Subscription (monthly/yearly)
$20–$40
β†’ Go to Pricing Page
Startup (1–10)
United States

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