Personal Finance AI Tool
What is Parthean?
Parthean is an AI‑enhanced financial planning platform designed to accelerate onboarding, planning, research, and data extraction. It offers planning modules, a customizable data-gathering form builder, data extraction capabilities, and AI paraplanning to support your client work. Parthean is educational and not a financial advisor, nor an offer to buy or sell securities.
What is Parthean AI Paraplanner?
Parthean AI Paraplanner refers to your AI paraplanning agents that do the heavy lifting—researching and analyzing client details to answer questions—so you can focus more on your client relationships.
What planning modules does Parthean include?
Parthean provides dedicated planning modules for liquidity, insurance, budgeting, investing, estate planning, goals, and more to help answer core financial planning questions.
What is Data Gathering and the form builder?
Data Gathering includes a customizable form builder. You can use templates or build and share your own forms, and send onboarding forms, risk tolerance questionnaires, document uploads, and more directly through the Parthean platform.
How many data extractors does Parthean have, and what can they import?
Parthean offers 15 (and counting) data extractors to import data directly into the platform.
What documents can be uploaded and extracted?
You can upload and extract documents such as tax returns, estate plans, investment statements, insurance policies, loan statements, and more.
What can clients do in Parthean (mobile and desktop)?
Clients can access their advice wherever they go, view accounts, check off tasks, upload and view documents, monitor spending, schedule calls, and chat with you via the mobile or desktop app.
Will AI replace me?
No. AI won’t replace you; it will enhance you.
Is Parthean a financial advisor or broker?
Parthean is educational and not an offer to sell or a solicitation to buy any security. It is not a financial advisor, portfolio manager, or accountant. The sole purpose of Parthean is to guide your education, not provide financial, investing, or tax advice.
How secure is my data in Parthean?
Parthean uses bank‑level encryption, SSL/TLS, and anonymized data processing. It maintains a strict no‑sharing policy and never sells your data.
Do you share or sell my data?
Parthean maintains a no‑sharing policy and does not sell your data.
How much does Parthean cost, and what are the plans?
Parthean offers two pricing plans:
- Parthean Premium
- Free trial: 7‑day free trial
- Features: Connect unlimited accounts; Make unlimited transfers; Enhanced AI insights on spending and finances
- Pricing: Monthly $8.99 per month; Annual $69.99 per year (about $5.83 per month with annual)
- Parthean Basic
- Free trial: 1‑month free trial
- Features: Money automated; Easy transfers; Fun saving; Shopping insight; Investment insight; Credit optimization; Financial assistant; Personalized plans; Dig Deeper (citations and graphs)
- Pricing: Monthly $14.99 per month; Annual $119.99 per year
What’s included in Parthean Premium vs Parthean Basic?
- Premium includes unlimited accounts, unlimited transfers, and enhanced AI insights on spending and finances.
- Basic includes automated saving, easy transfers, spending and investing insights, credit optimization, personalized plans, and deeper explanations with citations and graphs, with a 1‑month free trial.
Are there free trials, and how long do they last?
Yes. Parthean Premium offers a 7‑day free trial, and Parthean Basic offers a 1‑month free trial.
What does Dig Deeper mean in Parthean?
Dig Deeper gives access to detailed explanations with citations and graphs to support understanding.
How do I schedule a demo or learn more?
Schedule a Demo via the Parthean site to see how it can fit your workflow.
Where can I find Parthean’s policies?
You can review Parthean’s Privacy Policy and Terms of Service on the site.
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