AlpheousAlpheous, Inc.
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Related Products
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About
Alpheous is an on-premises AI platform for asset managers and distribution teams serving financial advisors. Its coordinated agents monitor advisor, product, territory and regulatory signals; rank advisor-product fit; prepare meeting briefs; draft follow-ups; and support research and compliance review. Work is organized across targeting, outreach, compliance and research, with outputs routed to staff for review. Users can approve, edit or reject external communications; Alpheous states that nothing is sent to an advisor without human approval. The product runs on a single-tenant appliance installed within the firm’s network and is managed by the vendor. It connects with systems and data sources including HubSpot, Slack, Gmail, Google Calendar, Broadridge and FINTRX. Firms configure it for their products, data, processes and compliance requirements.
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About
Save time, sell more, and delight your customers with Distributely, the world's only lead and ticket routing app built for HubSpot. Distributely's rules-based engine allows you to assign leads and support tickets based on criteria like availability, location, or expertise, all without manual routing or overlapping workflows. A seamless integration with HubSpot workflows allows you to use Distributely to complement your existing lead follow-up and customer service processes. Unlike any other app, Distributely is designed for scaling businesses on HubSpot. Simple to set up in minutes and powerful enough for enterprise sales and service teams, Distributely enables leaders to focus less on repetition and more on rep performance. Distributely takes minutes to set up, is simple to use, and is backed by an elite HubSpot solution partner with industry expertise across marketing, sales, and operations.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Asset managers, fund distribution teams and wholesalers that sell through financial advisors, RIAs and broker-dealers
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Audience
Organizations looking for a solution to automate routing and accelerate revenue
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$100 per month
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationAlpheous, Inc.
Founded: 2024
United States
www.alpheous.com
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Company InformationDistributely
www.distributely.com
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Integrations
HubSpot CRM
Supported
FINTRX Platform
Supported
Fireflies.ai
Supported
Gmail
Supported
Google Calendar
Supported
Google Cloud Platform
Not Supported
HubSpot Customer Platform
Not Supported
Notion
Supported
Salesforce
Not Supported
Slack
Supported
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Integrations
HubSpot CRM
Supported
FINTRX Platform
Not Supported
Fireflies.ai
Not Supported
Gmail
Not Supported
Google Calendar
Not Supported
Google Cloud Platform
Supported
HubSpot Customer Platform
Supported
Notion
Not Supported
Salesforce
Supported
Slack
Not Supported
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