Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Alpheous is a sophisticated AI platform designed specifically for asset management and distribution teams that cater to financial advisors, operating entirely on-premises. This intelligent system utilizes a network of coordinated agents to track various signals related to advisors, products, territories, and regulations; assess the compatibility between advisors and products; create meeting summaries; generate follow-up communications; and facilitate research and compliance checks. The platform organizes tasks across several functions, including targeting, outreach, compliance, and research, ensuring that all outputs are directed to personnel for thorough review. Users have the option to approve, modify, or deny any external communications, reinforcing Alpheous's commitment to ensuring that no information is dispatched to an advisor without proper human oversight. The solution operates on a single-tenant appliance that is installed directly within the firm's infrastructure and is maintained by the vendor, ensuring a secure environment. Additionally, Alpheous integrates seamlessly with a variety of systems and data sources such as HubSpot, Slack, Gmail, Google Calendar, Broadridge, and FINTRX, allowing firms to tailor the platform according to their specific products, data, operational processes, and compliance standards. This level of customization ensures that each firm can optimize their use of the platform, making it an invaluable tool in the asset management landscape.
Description
The organization has engaged Senior Financial Advisors, CPAs, and Chartered Accountants with significant expertise in Automated Audit Processes, leveraging contemporary technology and software to enhance efficiency and maintain compliance. The AudTech Platform is a cloud-based solution designed specifically for Statutory Audits, aimed at supporting Audit and Accounting firms around the world, ensuring they have the tools necessary for effective auditing practices. Additionally, our team is committed to continuous improvement and innovation in audit methodologies, allowing us to stay at the forefront of industry standards.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
FINTRX Platform
Yes
Fireflies.ai
Yes
Gmail
Yes
Google Calendar
Yes
HubSpot CRM
Yes
Notion
Yes
Slack
Yes
Integrations
FINTRX Platform
No
Fireflies.ai
No
Gmail
No
Google Calendar
No
HubSpot CRM
No
Notion
No
Slack
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Alpheous, Inc.
Founded
2024
Country
United States
Website
www.alpheous.com
Vendor Details
Company Name
AudTech Solutions Private Limited
Founded
2018
Country
India
Website
audtech.co.in/
Product Features
Product Features
Audit
Alerts / Notifications
No
Audit Planning
No
Compliance Management
No
Dashboard
No
Exceptions Management
No
Forms Management
No
Issue Management
No
Mobile Access
No
Multi-Year Planning
No
Risk Assessment
No
Workflow Management
No