Alpheous

Alpheous

Alpheous, Inc.
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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.

About

Improve your ability to target better and win more. ISG Momentum helps you understand and identify the market opportunities most relevant to you and sharpen the value drivers that will resonate most with clients in a sourcing transaction. It is a portfolio of products and services to help your firm maximize your market opportunities with a structured approach to engage with ISG advisors who are trusted by enterprises. The most comprehensive global outsourcing contract database, covering both commercial and public sector contracts, to inform your go-to-market strategies, and strategically align the focus of pursuit teams. Insights in the context of your specific products and services to prioritize your ABM and sales efforts and identify those enterprises that are in-market. Proprietary and actionable research for advisor engagement and education programs that promote an understanding of your capabilities, build trust and develop advocacy.

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

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

Audience

Asset managers, fund distribution teams and wholesalers that sell through financial advisors, RIAs and broker-dealers

Audience

Organizations interested in a solution to identify market opportunities

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Alpheous, Inc.
Founded: 2024
United States
www.alpheous.com

Company Information

ISG
Founded: 2006
United States
isg-one.com/providers/isg-momentum

Alternatives

Bancroft

Bancroft

Bancroft Sysyems

Alternatives

Factiva

Factiva

Dow Jones

Categories

AI Sales Agents Supported

Categories

Integrations

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

Integrations

FINTRX Platform Not Supported
Fireflies.ai Not Supported
Gmail Not Supported
Google Calendar Not Supported
HubSpot CRM Not Supported
Notion Not Supported
Slack Not Supported
Claim Alpheous and update features and information
Claim Alpheous and update features and information
Claim ISG Momentum and update features and information
Claim ISG Momentum and update features and information