Alpheous

Alpheous

Alpheous, Inc.
Max

Max

MaxWorker.ai
+
+

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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

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.

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

Teams that need an AI coworker in Slack to manage delegated tasks, reminders, follow-ups, escalations, and recurring briefings across workplace tools

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

$99 per month
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 Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

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

Company Information

MaxWorker.ai
United States
maxworker.ai/

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Categories

AI Sales Agents Supported

Categories

AI Agents Supported
AI Assistants Supported

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
Google Drive Not Supported
HubSpot CRM Supported
Jira Not Supported
Linear Not Supported
Mailchimp Not Supported
Microsoft 365 Not Supported
Salesforce Not Supported
Stripe Not Supported
Zendesk Not Supported
Zoom Not Supported

Integrations

Gmail Supported
Google Calendar Supported
Notion Supported
Slack Supported
Airtable Supported
Calendly Supported
Dropbox Supported
FINTRX Platform Not Supported
Figma Supported
GitHub Supported
Google Drive Supported
HubSpot CRM Not Supported
Jira Supported
Linear Supported
Mailchimp Supported
Microsoft 365 Supported
Salesforce Supported
Stripe Supported
Zendesk Supported
Zoom Supported
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