Real financial planning
Not just a calculator. Use our dedicated planning modules for liquidity, insurance, budgeting, investing, estate planning, goals, and more to answer the core questions of financial planning.

Customizable form builder
Use our templates or build and share your own forms with our dynamic and customizable form builder. Send onboarding forms, risk tolerance questionnaires, document uploads, and more directly through the Parthean platform.

Minimize manual data entry
Choose from one of our 15 (and counting) extractors to import data directly into the Parthean platform. Upload documents such as: tax returns, estate plans, investment statements, insurance policies, loan statements, and more.

Have AI paraplanning capabilities at your fingertips
Your very own paraplanning AI agents that will do the heavy lifting, like doing extensive research and analyzing your client’s details to answer questions — so you can focus more on your client relationships.

Clients can access your advice wherever they go
Clients can view their accounts, check off tasks, upload and view documents, monitor their spending, schedule calls, and chat with you via the mobile or desktop app.