Parthean

What it is

Parthean is an operational platform built specifically for financial advisors, wealth managers, and planners who want to minimize manual administrative work. By combining data gathering tools, automated document parsing, and specialized research agents into a single workspace, Parthean lets advisory teams generate initial financial plans, analyze client portfolios, and prepare for client meetings in a fraction of the usual time.

Key features

• Build and share customized onboarding forms, risk tolerance questionnaires, and document upload requests directly with clients.
• Extract data automatically from tax returns, estate plans, investment statements, and insurance policies.
• Generate initial financial planning drafts complete with liquidity, insurance, budgeting, and estate planning modules.
• Produce one-page research memos summarizing stocks, bonds, and ETFs for investment committees and client discussions.
• Provide clients with a dedicated client portal to view accounts, complete tasks, monitor spending, and communicate with their advisor.

Who it's for

Parthean is built for independent financial advisors, wealth management firms, and paraplanners looking to scale their practice by automating repetitive tasks, research gathering, and document analysis.

Pricing

Check the official website for current pricing details and to schedule a personalized product demonstration.