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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Tadata is an AI assistant integrated within Slack that enhances productivity for sales and go-to-market teams by delivering completed tasks directly in their preferred communication platform. Operating continuously across various connected tools, it highlights important items requiring attention, such as a daily summary of upcoming meetings, changes in accounts, and pertinent news updates. Tadata adapts to individual team member preferences, identifies repetitive tasks that can be automated, and seeks user consent before implementing any automation. After meetings, it can draft follow-up emails, populate CRM fields, and outline next steps, ensuring that nothing is sent or altered without user approval. Sales teams leverage Tadata for various activities including meeting prep, prospect and account research, tailored outreach, monitoring buying signals, preparing for conferences, facilitating warm introductions, and maintaining up-to-date CRM records. Additionally, users have the ability to ask questions in natural language, retrieving information from CRM data, activity signals, product updates, documents, Slack, email, and calendars, thus streamlining their workflow further. This versatile tool ultimately empowers teams to focus on their core tasks by minimizing manual input and enhancing collaboration.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Slack Yes 
FINTRX Platform Yes 
Fireflies.ai Yes 
Gmail Yes 
Google Calendar Yes 
HubSpot CRM Yes 
Notion Yes 

Integrations

Slack Yes 
FINTRX Platform No 
Fireflies.ai No 
Gmail No 
Google Calendar No 
HubSpot CRM No 
Notion No 

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) Yes 
In Person No 

Vendor Details

Company Name

Alpheous, Inc.

Founded

2024

Country

United States

Website

www.alpheous.com

Vendor Details

Company Name

Blackout

Founded

2025

Country

United States

Website

www.deployblackout.com

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