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

readywhen is a cloud-based AI assistant for owner-led small businesses that helps keep customer and internal commitments moving. It connects to tools such as Gmail, Google Calendar, Google Meet, Slack and Notion, then identifies promises, decisions, follow-ups and deadlines across messages, meeting records and documents. The service builds context around customers, suppliers, work and prior conversations, and presents priorities, reminders and suggested next steps. It can prepare drafts such as replies, follow-up notes, quotes and invoice chasers for review; connected actions wait for user approval before being sent. A workspace app provides a place to review what is due, underway or waiting. ready when is aimed at people running small businesses and supports coordination across common email, calendar, chat, meeting and document tools without requiring those tools to be replaced.

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

Owner-operators and leaders at small businesses, including software companies, agencies and studios, coaches and consultants, trades, and local businesses.

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

No images available

Pricing

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

Pricing

$0
Free and unlimited during the beta; no credit card is required.
Free Version 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

readywhen
Founded: 2020
United Kingdom
readywhen.ai/

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Categories

AI Sales Agents Supported

Categories

AI Agents Supported
AI Assistants Supported

Integrations

Gmail Supported
Google Calendar Supported
HubSpot CRM Supported
Notion Supported
Slack Supported
Asana Not Supported
FINTRX Platform Supported
Fathom Not Supported
Fireflies.ai Supported
Google Docs Not Supported
Google Meet Not Supported
Granola Not Supported
WhatsApp Not Supported

Integrations

Gmail Supported
Google Calendar Supported
HubSpot CRM Supported
Notion Supported
Slack Supported
Asana Supported
FINTRX Platform Not Supported
Fathom Supported
Fireflies.ai Not Supported
Google Docs Supported
Google Meet Supported
Granola Supported
WhatsApp Supported
Claim Alpheous and update features and information
Claim Alpheous and update features and information
Claim readywhen and update features and information
Claim readywhen and update features and information