paraplanner.ai

Paraplanner.ai, founded in 2023 and based in Austin, Texas, aims to revolutionize the financial advisory industry by serving as an AI co-pilot for financial advisors. The company's core mission is to automate administrative tasks such as client onboarding and to integrate seamlessly with existing email, CRM, and planning software, eliminating the need for data migration. Paraplanner.ai offers services that enable financial advisors to create and update personalized, comprehensive financial plans within 24 hours, significantly improving efficiency and client service.

Notable figures associated with Paraplanner.ai include its founders and early investors who have a strong background in financial technology and AI. The company has been featured on Michael Kitces' tech map, highlighting its relevance and innovation in the financial advisory sector. Key achievements include rapid adoption by AUM and fee-only financial advisors, showcasing its impact on reducing the time required for financial planning. Paraplanner.ai's integration capabilities and automation features have positioned it as a valuable tool for modern financial advisors, enhancing their productivity and client engagement.