šŸ§  paraplanner.ai

šŸ“ Austin, United StatesšŸ—“ Founded 2023šŸ‘„ 6 employees
Financial ServicesšŸŒ paraplanner.ai
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Every advisor reaches a limit of growth or scale, where theres no more time for new and existing clients šŸ§  paraplanner.ai helps advisors automate admin, planning, and client relationship tasks, freeing them to focus on their core business - delivering advice, managing high value clients, and growing their practice šŸ§  paraplanner.ai is an AI agent that breaks down goals set by advisors into tasks, completing them one by one. It connects with advisors email, CRM, planning software, and other external tools to get tasks done
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2023
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Frequently asked questions
When was šŸ§  paraplanner.ai founded?
šŸ§  paraplanner.ai was founded in 2023.
What industry is šŸ§  paraplanner.ai in?
šŸ§  paraplanner.ai operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is šŸ§  paraplanner.ai based?
šŸ§  paraplanner.ai is headquartered in Austin, United States.