AlpheousAlpheous, Inc.
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MaxMaxWorker.ai
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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
Max is your AI coworker in Slack, built to turn your team’s context into next steps, reminders, escalations, morning briefings, and ready-to-review work. Instead of acting like another chatbot, Max works where the outcome needs to land: Slack. Your team’s work lives across email, CRM, project tools, docs, meetings, and conversations, but important deadlines, asks, decisions, and follow-ups often disappear inside threads and connected systems. Max takes plain-language requests and turns scattered context into reports, summaries, drafts, follow-ups, and task lists. Brief Max like you would a teammate: give the outcome, let Max find the inputs across connected sources, then review the result with the right context attached. It starts with two high-leverage routines for busy Slack teams, Delegation and Morning Brief. Delegation lets users assign tasks, reminders, deadlines, completion tracking, and escalation rules directly in Slack, while Max follows up with owners and reports back.
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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
Teams that need an AI coworker in Slack to manage delegated tasks, reminders, follow-ups, escalations, and recurring briefings across workplace tools
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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
$99 per month
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
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 InformationMaxWorker.ai
United States
maxworker.ai/
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Categories |
Categories |
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Integrations
Gmail
Supported
Google Calendar
Supported
Notion
Supported
Slack
Supported
Airtable
Not Supported
Calendly
Not Supported
Dropbox
Not Supported
FINTRX Platform
Supported
Figma
Not Supported
GitHub
Not Supported
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Integrations
Gmail
Supported
Google Calendar
Supported
Notion
Supported
Slack
Supported
Airtable
Supported
Calendly
Supported
Dropbox
Supported
FINTRX Platform
Not Supported
Figma
Supported
GitHub
Supported
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