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| domain | parthean.com |
| summary | **Summary:** An AI-enhanced financial planning platform offers: 1. **Flexible Client Information Gathering:** Collect client data in your preferred manner. 2. **Time-Saving Automation:** - Eliminates hours of manual document reading and data entry. - AI Paraplanning Capabilities for extensive research and client detail analysis. 3. **AI-Paraplanner Agents:** Your dedicated AI agents handle heavy tasks, allowing you to: - Focus on building stronger client relationships. - Answer client questions more efficiently. |
| title | Parthean For Advisors |
| description | Parthean For Advisors |
| keywords | planning, clients, data, platform, client, more, schedule, example, demo, research, will, information, investment, risk, form, builder, forms |
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| nslookup | A 99.83.190.102, A 75.2.70.75 |
| created | 2025-03-25 |
| updated | 2025-05-06 |
| summarized | 2025-05-06 |
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