AlpheousAlpheous, Inc.
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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
In with: Modern websites that drive traffic. Social media posts that get attention. Emails that convert leads. Personalized to you. Automated for you. Completely customized websites and drip marketing campaigns used to be reserved for big spenders only. Not anymore. Twenty Over Ten’s inbound marketing platform has three tools to help you grow your advisory business. Your website is your digital first impression, so it has to be sleek. Drive more traffic, capture more leads and convert more visitors through completely customized websites built to engage your specific audience. Drag and drop tools make it easy to manage, and an award-winning, customizable content library keeps prospects engaged and improves SEO. Advisors need great marketing to grow, but compliance needs to monitor and supervise. Compliance Core bridges the gap between compliance teams and individual financial advisors. Streamline your workflow, upload firm-specific content, and approve or reject in bulk.
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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
Financial advisors that need a marketing solution including a website builder and social media tools
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
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 VideosNo images available
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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
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationAlpheous, Inc.
Founded: 2024
United States
www.alpheous.com
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Company InformationTwenty Over Ten
United States
twentyoverten.com
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Categories |
Categories |
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Website Builder Features
Auto Update
Not Supported
Content Import / Export
Supported
Drag & Drop
Supported
Invoices
Supported
Landing Pages / Web Forms
Supported
Newsletter Management
Supported
Online Booking
Not Supported
Online Store Builder
Not Supported
Pre-built Templates
Supported
Real Time Editing
Supported
SEO
Supported
Survey Builder
Supported
White Label
Not Supported
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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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