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

​Nitrogen is a comprehensive platform designed to empower financial advisors with tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and guide clients toward retirement readiness, all within a single, streamlined interface. Provides advanced analytics and research tools, enabling advisors to conduct thorough investment research and cater to analytically inclined clients. Assists in modeling risk capacity, time horizons, and probabilities of success, aiding clients in achieving their retirement goals. Offers customizable marketing materials, including client-facing videos and templates, to enhance client outreach and acquisition efforts. Additional features include the Insights Dashboard, which delivers growth and risk analytics across assets under management, offering a historical overview of each advisor's performance. It also integrates with various financial planning and portfolio management tools.

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

Financial advisors in need of a tool to align client portfolios with individual risk tolerances, streamline investment research, and enhance client engagement

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

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

Pricing

$1,188 per year
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 Supported

Company Information

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

Company Information

Nitrogen
Founded: 2011
United States
nitrogenwealth.com

Alternatives

Bancroft

Bancroft

Bancroft Sysyems

Alternatives

Categories

AI Sales Agents Supported

Categories

Integrations

AdvisorEngine Not Supported
Asset-Map Not Supported
Black Diamond Wealth Platform Not Supported
Blueleaf Not Supported
CircleBlack Not Supported
FP Alpha Not Supported
Fidelity Not Supported
Gmail Supported
Google Calendar Supported
HubSpot CRM Supported
Morningstar Not Supported
MyRepChat Not Supported
NetX360 Not Supported
Notion Supported
Portfolio Lab Not Supported
Redtail CRM Not Supported
Snappy Kraken Not Supported
VISE Not Supported
eMoney Not Supported

Integrations

AdvisorEngine Supported
Asset-Map Supported
Black Diamond Wealth Platform Supported
Blueleaf Supported
CircleBlack Supported
FP Alpha Supported
Fidelity Supported
Gmail Not Supported
Google Calendar Not Supported
HubSpot CRM Not Supported
Morningstar Supported
MyRepChat Supported
NetX360 Supported
Notion Not Supported
Portfolio Lab Supported
Redtail CRM Supported
Snappy Kraken Supported
VISE Supported
eMoney Supported
Claim Alpheous and update features and information
Claim Alpheous and update features and information
Claim Nitrogen and update features and information
Claim Nitrogen and update features and information