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Average Ratings 0 Ratings
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
Seesa serves as an AI assistant and agent platform that is deployed and overseen by Pentatonic on appropriate client hardware within their premises. It interfaces with various supported email, calendar, document, spreadsheet, and messaging systems, effectively consolidating information into a collective company memory while implementing personalized access controls for individual users. Users can pose questions in natural language and receive responses anchored in company documentation, complete with source citations. Additionally, Seesa generates meeting briefs, summaries, follow-ups, and established work routines for user review. Teams have the ability to configure the actions Seesa can perform and determine the necessary approval processes. Standard implementation encompasses the installation process, an agreed-upon history import, supported connections, and permission configurations, all of which are managed by Pentatonic for the provided installations. This platform is specifically tailored for organizations that rely on internal records for research, collaboration, and routine operational tasks, all while ensuring that models, memory, and agent functions remain on-site. By maintaining control over its operations, Seesa allows companies to leverage their existing resources effectively.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Gmail
Yes
Slack
Yes
FINTRX Platform
Yes
Fireflies.ai
Yes
Google Calendar
Yes
Google Drive
No
Google Sheets
No
HubSpot CRM
Yes
Microsoft 365
No
Notion
Yes
Integrations
Gmail
Yes
Slack
Yes
FINTRX Platform
No
Fireflies.ai
No
Google Calendar
No
Google Drive
Yes
Google Sheets
Yes
HubSpot CRM
No
Microsoft 365
Yes
Notion
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
£117.75/user/month
Indicative GBP price for a 36-month on-premises lease: £117.75 per person/month, excluding VAT (£80 software plus £37.75 indicative hardware lease). Standard installation, maintenance and first-line support are included. Final hardware, import scope and price require confirmation; bespoke integrations and routine-building are scoped separately.
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
No
On-Premises
Yes
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
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
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
Pentatonic
Founded
2018
Country
United Kingdom
Website
seesa.ai