AlpheousAlpheous, Inc.
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LawAdvisor VenturesLawAdvisor
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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
Pioneering innovation and technology alongside the world's best LawAdvisor’s low-code and customizable software we can help you build powerful business applications that radically transform your service offering and provide you with a competitive edge. The world's most pioneering legal departments use LawAdvisor to transform the delivery of legal services. LawAdvisor is powering the world’s most pioneering law firms and corporate legal departments. It’s time that matter management tools are more than just glorified invoicing services, and for ‘legal technology’ to enable us to do more than the simple filing and storage of documents. Fibonacci is the first built-for-purpose legal project management system that provides legal departments with the latest tools to easily communicate and collaborate during the complete lifecycle of a matter, without the email and spreadsheet chaos.
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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
Lawyers and companies requiring a low-code and customizable software solution to build business applications in order to transform their service
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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
No information available.
Free Version
Not 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
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationAlpheous, Inc.
Founded: 2024
United States
www.alpheous.com
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Company InformationLawAdvisor
Australia
lawadvisor.ventures/
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Categories |
Categories |
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Integrations
FINTRX Platform
Supported
Fireflies.ai
Supported
Gmail
Supported
Google Calendar
Supported
HubSpot CRM
Supported
Notion
Supported
Slack
Supported
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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
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