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

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.

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 that need a marketing solution including a website builder and social media tools

Support

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

Support

Phone Support 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

No images available

Pricing

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

Pricing

No information available.
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 Not Supported

Company Information

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

Company Information

Twenty Over Ten
United States
twentyoverten.com

Alternatives

Bancroft

Bancroft

Bancroft Sysyems

Alternatives

Wishpond

Wishpond

Wishpond Technologies

Categories

AI Sales Agents Supported

Categories

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

Integrations

FINTRX Platform Supported
Fireflies.ai Supported
Gmail Supported
Google Calendar Supported
HubSpot CRM Supported
Notion Supported
Slack Supported

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
Claim Alpheous and update features and information
Claim Alpheous and update features and information
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Claim Twenty Over Ten and update features and information