Parthean
Description
🖼️ Tool Name:
Parthean (Parthean AI)
🔖 Tool Category:
AI-powered personal finance / financial assistant tool; belongs to Business & Marketing (Finance / Fintech) and Productivity & Automation.
✏️ What does this tool offer?
Parthean leverages AI to streamline personal financial management. It automates tasks such as client onboarding (for advisors), document data extraction, budgeting, savings, debt repayment, and offers AI-based insights and planning
⭐ What does the tool actually deliver based on user experience?
• Client onboarding & data extraction — Parthean uses extractors that read tax returns, investment statements, insurance policies, etc., and auto-fill the needed fields.
• AI Paraplanner / Research & Analysis — The tool can generate research memos, analyze portfolios, and surface planning opportunities.
• Automated financial management — For consumers, it helps automate savings, debt repayment, spending insights, and transfers.
• Real-time insights & alerts — Monitoring of spending, investment, credit, and alerts when anomalies are detected.
• Conversational AI — You can ask the “financial assistant” questions in natural language to get customized plans, explanations, and projections.
• Security & privacy focus — The platform claims to use encryption, anonymized processing, and a “no data selling” policy.
🤖 Does it include automation?
Yes — automation is core to Parthean’s value proposition:
• The system auto-imports and parses financial documents (tax, statements, etc.).
• It triggers alerts and recommendations without requiring manual intervention.
• It can execute financial “actions” like transfers, round-ups, or debt repayments in a semi-automated fashion (depending on what features are enabled).
💰 Pricing Model:
Subscription model. Parthean offers a free trial and then subscription plans for full access.
🆓 Free Plan / Trial Details:
• They provide a 1-month free trial for new users.
💳 Paid Plan Details:
• Standard subscription (e.g. $14.99 / month) for full access to features, automations, and insights.
• In-app purchases and “coaching” features are also offered in the iOS version.
🧭 Access Method:
• Mobile app (iOS) — Parthean is available on iPhone.
• Web / platform interface — used by financial advisors to onboard clients, planning dashboards, etc.
🔗 Experience Links
https://www.parthean.com