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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Transforming the landscape of wealth management, BITA Wealth empowers advisors, investment teams, and governance sectors. By enhancing insight, efficiency, oversight, and control, BITA Wealth creates a superior experience for both clients and advisors. Part of the corfinancial™ group, BITA Risk® manages assets under management exceeding £160 billion. Its award-winning BITA Wealth application serves high and ultra-high net worth wealth managers with cutting-edge software solutions. BITA Wealth equips investment teams, advisors/managers, and governance divisions with essential tools to foster business growth in a regulated environment. Tailored for wealth management firms, broker-dealers, private banks, trust companies, and family offices, BITA Wealth is structured as a series of customizable modules. It features multi-dimensional investor profiling that assesses risk, suitability, and ESG characteristics, systematically aligning these with a firm’s investment offerings. This innovative approach not only streamlines operations but also enhances client satisfaction and trust in the wealth management process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

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 No 
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) No 
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

corfinancial

Founded

1996

Country

United Kingdom

Website

www.corfinancialgroup.com/financial-software-products/bita-risk/

Product Features

Product Features

Financial Risk Management

Compliance Management No 
Credit Risk Management No 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management No 
Operational Risk Management No 
Portfolio Management No 
Portfolio Modeling No 
Risk Analytics Benchmarks No 
Stress Tests No 
Value At Risk Calculation No 

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