Average Ratings 0 Ratings
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
Founded in 2023, ClearGraph is a company headquartered in the United States that creates software called Wellspent. The Wellspent software product is SaaS software. Wellspent is a type of directory software. Wellspent has a free version. Product pricing starts at $49/month. Wellspent offers training via documentation. Wellspent includes online support.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
FINTRX Platform
Yes
Fireflies.ai
Yes
Gmail
Yes
Google Calendar
Yes
HubSpot CRM
Yes
Model Context Protocol (MCP)
No
Notion
Yes
Slack
Yes
Integrations
FINTRX Platform
No
Fireflies.ai
No
Gmail
No
Google Calendar
No
HubSpot CRM
No
Model Context Protocol (MCP)
Yes
Notion
No
Slack
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$49/month
Record is $49/month or $490/year ($41/month when billed annually). Membership is $89/month or $890/year ($74/month when billed annually) and adds monthly AI visibility reports and quarterly press. Plans are billed in advance; members may cancel at any time.
Free Trial
No
Free Version
Yes
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
ClearGraph
Founded
2023
Country
United States
Website
wellspent.co
Product Features
Product Features
Directory
Advertising Management
No
Customer Portal
No
Design / Layout
No
Listing Management
No
Payment Processing
No
Review Management
No
SEO Tools
No
Search / Filter
No
Alternatives
Alternatives
No Alternatives