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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

readywhen is a cloud-based AI assistant designed specifically for small businesses led by owners, facilitating the management of both customer and internal commitments seamlessly. By integrating with popular platforms like Gmail, Google Calendar, Google Meet, Slack, and Notion, it effectively identifies promises, decisions, follow-ups, and deadlines embedded within messages, meeting notes, and various documents. This service creates a comprehensive context surrounding customers, suppliers, ongoing tasks, and previous interactions, while also presenting users with priorities, reminders, and recommended next steps to enhance productivity. Additionally, it can generate drafts for replies, follow-up messages, quotes, and invoice reminders for user review, ensuring that actions await user consent before being executed. A dedicated workspace application offers a centralized location for users to monitor tasks that are due, in progress, or pending approval. Aimed at small business operators, readywhen enhances coordination across familiar email, calendar, chat, meeting, and document tools without necessitating any replacements of those existing platforms, making it a valuable ally for business owners striving for efficiency. Ultimately, readywhen empowers entrepreneurs by streamlining their processes and improving engagement with clients and colleagues alike.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

Gmail Yes 
Google Calendar Yes 
HubSpot CRM Yes 
Notion Yes 
Slack Yes 
Asana No 
FINTRX Platform Yes 
Fathom No 
Fireflies.ai Yes 
Google Docs No 
Google Meet No 
Granola No 
WhatsApp No 

Integrations

Gmail Yes 
Google Calendar Yes 
HubSpot CRM Yes 
Notion Yes 
Slack Yes 
Asana Yes 
FINTRX Platform No 
Fathom Yes 
Fireflies.ai No 
Google Docs Yes 
Google Meet Yes 
Granola Yes 
WhatsApp Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

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

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 No 
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) No 
In Person No 

Vendor Details

Company Name

Alpheous, Inc.

Founded

2024

Country

United States

Website

www.alpheous.com

Vendor Details

Company Name

readywhen

Founded

2020

Country

United Kingdom

Website

readywhen.ai/

Product Features

Product Features

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