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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Alpheous is a sophisticated AI platform designed specifically for asset management and distribution teams that cater to financial advisors, operating entirely on-premises. This intelligent system utilizes a network of coordinated agents to track various signals related to advisors, products, territories, and regulations; assess the compatibility between advisors and products; create meeting summaries; generate follow-up communications; and facilitate research and compliance checks. The platform organizes tasks across several functions, including targeting, outreach, compliance, and research, ensuring that all outputs are directed to personnel for thorough review. Users have the option to approve, modify, or deny any external communications, reinforcing Alpheous's commitment to ensuring that no information is dispatched to an advisor without proper human oversight. The solution operates on a single-tenant appliance that is installed directly within the firm's infrastructure and is maintained by the vendor, ensuring a secure environment. Additionally, Alpheous integrates seamlessly with a variety of systems and data sources such as HubSpot, Slack, Gmail, Google Calendar, Broadridge, and FINTRX, allowing firms to tailor the platform according to their specific products, data, operational processes, and compliance standards. This level of customization ensures that each firm can optimize their use of the platform, making it an invaluable tool in the asset management landscape.

Description

Ariath connects a firm’s CRM, custodian, planning tools, and other existing systems into one intelligent thread, so AI can act with full client context while the firm stays in control of how its data is accessed, governed, and used. Ariath helps wealth management firms put AI to work across the organization, multiply advisor capacity, and automate more of the workday without losing control or adding unnecessary risk.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

Google Calendar Yes 
HubSpot CRM Yes 
Slack Yes 
Addepar No 
ChatGPT No 
FINTRX Platform Yes 
Facebook No 
Fireflies.ai Yes 
Gmail Yes 
Google Sheets No 
Instagram No 
Lightspeed Retail No 
Mailchimp No 
MySQL No 
Notion Yes 
OpenAI No 
QuickBooks Accountants No 
SalesWarp No 
SendGrid No 
Wealthbox No 

Integrations

Google Calendar Yes 
HubSpot CRM Yes 
Slack Yes 
Addepar Yes 
ChatGPT Yes 
FINTRX Platform No 
Facebook Yes 
Fireflies.ai No 
Gmail No 
Google Sheets Yes 
Instagram Yes 
Lightspeed Retail Yes 
Mailchimp Yes 
MySQL Yes 
Notion No 
OpenAI Yes 
QuickBooks Accountants Yes 
SalesWarp Yes 
SendGrid Yes 
Wealthbox Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Alpheous, Inc.

Founded

2024

Country

United States

Website

www.alpheous.com

Vendor Details

Company Name

Ariath

Country

United States

Website

www.ariath.ai/

Product Features

Product Features

Integration

Dashboard Yes 
ETL - Extract / Transform / Load Yes 
Metadata Management No 
Multiple Data Sources Yes 
Web Services Yes 

Alternatives

Alternatives

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