Parthean

Parthean is a financial planning platform for advisors that folds planning tools, client data collection, document extraction and an AI research assistant into one workspace. Its purpose is to speed up client onboarding, planning, research and data extraction so that advisors spend their time on client relationships rather than administration. It is built for financial advisors and wealth management firms. The Planning module covers liquidity, insurance, budgeting, investing, estate planning and goals. Data Gathering provides a form builder with templates for onboarding forms, risk questionnaires and document uploads. Data Extraction uses more than fifteen extractors to pull figures automatically from tax returns, estate plans, investment statements, insurance policies and loan documents. The AI Paraplanner researches and drafts: tax efficient strategies, investment memos, portfolio analysis, planning opportunities, meeting agendas and first draft financial plans. A client portal on mobile and desktop lets clients view accounts, upload documents, monitor spending and message their advisor. Parthean does not publish pricing. The site's only call to action is to schedule a demo, and terms are agreed with the company directly. The site presents the product solely as Parthean for Advisors. There is no consumer facing personal finance app on offer today; the client portal exists only as an extension of an advisor's subscription.