One Unified AI Team.
13 Specialized Agents.
No pods. No silos. A single AI-powered team organized by function — covering compliance, LP communications, fund reporting, research, deal flow, and day-to-day operations. Fully managed. Human-approved.
13
Specialized AI agents
2
Coordinated layers
24/7
Continuous operation
100%
Human-approved actions
You Are Not Getting the Team You Are Paying For
Your wholesalers spend 64–72% of their time on prep, CRM updates, follow-up drafting, compliance review, and internal reporting. Only 11–13 hours per week are spent actually selling — out of a 40-hour week at $350K+ fully loaded cost.
Meeting Prep Eats the Morning
Advisor profiles, AUM tiers, current holdings, product fit, and talking points — assembled manually before every call. Six to eight hours a week, gone.
Follow-Ups Fall Through the Cracks
Personalized post-meeting emails sit in drafts for days. By the time they send, the advisor has already taken a call from a competitor.
95% of Your Advisors Are Invisible
Regardless of firm size, the pattern is the same: your wholesalers only reach 3–5% of your advisor universe. The rest is someone else's opportunity.
CRM Updates Instead of Conversations
Voice notes and meeting summaries need to become CRM records. Four to five hours a week of data entry that produces zero revenue.
Compliance Delays Kill Momentum
Timely market commentary becomes irrelevant by the time it clears manual review. Every day in the compliance queue is a day your competitor was in the room.
Cold Relationships Go Unnoticed
Advisors reallocate when they go 60+ days without a meaningful touchpoint. Your CRM knows. Nobody acted.
Everyone Buys the Same Data
FinTrx, Discovery Data, Dakota — your competitors have the same feeds. Without AI layered on top, the data is a commodity, not an edge.
Reporting Is Manual and Late
Weekly coverage reports, pipeline dashboards, and meeting cadence metrics are compiled in spreadsheets. Leadership sees last week's numbers on Thursday.
Competitor Share of Mind Grows Daily
While your wholesaler was updating Salesforce, a competitor was in that advisor's office. First-mover advantage in your channel does not expire.
The problem is not your wholesalers. It is everything else they are being asked to do.
A Two-Layer AI System
Built for Distribution
Alpheous solves both problems simultaneously — who to target and how to cover them — through two coordinated layers of AI agents working together.
Distribution Intelligence Agent
The Targeting Brain
Synthesizes Broadridge, FINTRX, firm data packs, CRM history, and market intelligence to answer the three questions every wholesaler needs before they pick up the phone:
- Who do I call?
- What do I lead with?
- Why does it matter right now?
Execution Agent Stack
The Coverage Engine
Six coordinated agents that handle every part of the wholesaling workflow so your team can execute against the targeting intelligence at scale:
Your Monday Morning,
Reimagined
Agents Work While Your Team Sleeps
Overnight, the targeting brain re-ranks your advisor universe, agents pull fresh market data, draft outreach, and build meeting briefs for the week.
Wholesalers Open Slack Monday Morning
A prioritized queue is waiting. Who to call, what to lead with, pre-built meeting briefs, and follow-ups ready for approval. Nothing was missed.
One Click to Approve and Send
Wholesaler reviews, approves, and the system sends, logs, and schedules the next touchpoint. Compliance already cleared before it hit the queue.
Intelligence Compounds Every Week
Every interaction is stored. Every response is learned from. The targeting gets sharper and the coverage gets deeper with every cycle.
13 Agents. One Unified Team.
Organized by function — not by pod. Every agent owns a clearly defined scope. Together they cover compliance, reporting, communications, research, deal flow, and everything in between.
Agent
Distribution Intelligence
The targeting brain — synthesizes Broadridge, FINTRX, CRM, and market data to rank your advisor universe
- Ranked target lists by AUM potential, product fit, and engagement recency
- Product fit scoring for each advisor based on their current book
- Message recommendations with urgency signals tied to market events
- Continuous re-ranking as market conditions and advisor data change
Agent
Meeting Prep Agent
Advisor profiles, holdings, product fit, and talking points delivered before every call
- Pre-call briefs with AUM tier, current holdings, and product fit scores
- Talking points tied to recent market events and advisor interests
- Relationship history and last-contact timeline from CRM
- Zero research time required from your wholesaler
Agent
Follow-Up Agent
Personalized, compliance-reviewed follow-up queued for one-click approval after every meeting
- Post-meeting drafts generated within minutes of every call
- Tone matched to prior conversation thread
- Compliance pre-cleared before it reaches the wholesaler
- One-click approve, edit, or redraft in Slack
Agent
Territory Monitoring Agent
Watches your advisor universe for engagement signals, cold relationships, and AUM movements
- Cold relationship alerts at 45+ days without contact
- AUM movement detection from Broadridge flow data
- Re-engagement window identification before opportunities expire
- Advisor universe ranked by opportunity size and urgency
Agent
Market Commentary Agent
Compliance-cleared market insights personalized to each advisor's book
- Triggered by Fed decisions, rate changes, and sector events
- Personalized by advisor segment and current allocation
- Compliance pre-reviewed before delivery
- Always relevant, never late
Agent
CRM Update Agent
Voice notes and meeting summaries converted to CRM records automatically
- Voice-to-CRM: meeting notes auto-synced to Salesforce
- Next steps, follow-up dates, and product interest captured
- Every interaction logged and auditable
- Zero manual data entry for wholesalers
Agent
Performance Reporting Agent
Weekly and monthly distribution dashboards for leadership — no spreadsheets, no lag
- Advisor coverage rates and meeting cadence tracking
- Pipeline by channel with conversion analytics
- Leadership deck auto-generated weekly
- Real-time dashboard updates, not end-of-week spreadsheets
Agent
Prospecting Agent
Multi-signal buying detection — layers AI on top of the same data everyone buys
- Continuous crawls: news, SEC filings, podcasts, LinkedIn, X
- Multi-signal pattern detection for transition windows
- Ranked next-best-actions tied to pipeline and territory
- Unstructured intelligence: reads what advisors say, write, and post
Agent
Managing Partner Assistant
Email polling, voice-matched drafts, meeting intel — saves the MP 5-10 hours per week
- Continuous email polling with intelligent classification
- Voice-matched draft generation calibrated to the MP's style
- Pre-meeting intelligence briefs from CRM and news
- Receipt detection and expense forwarding automation
Agent
Knowledge Agent
76,500+ chunks across 14 RAG collections — your firm's institutional memory
- 76,500+ indexed knowledge chunks across 14 collections
- Product intelligence, compliance rules, economic data, investment research
- Sub-second semantic search with source attribution
- Proactive answers to unanswered Slack questions
Agent
Orchestrator
Routes requests across all agents, monitors system health, and coordinates workflows
- Multi-agent routing and intelligent task dispatch
- System health monitoring and heartbeat checks
- Cross-agent query coordination into unified responses
- Scheduled jobs: syncs, briefings, and maintenance
Agent
Security Monitor
Continuous security posture monitoring, audit trails, and data access logging
- Continuous security posture assessment on rolling cycles
- Comprehensive audit trail for all agent data access
- Vulnerability detection and auto-remediation
- Weekly deep security audit with compliance scoring
Agent
Operations Intelligence
Self-healing infrastructure, service health monitoring, and platform reliability
- AI-powered self-healing with automated diagnose-and-fix cycles
- Service health monitoring across all platform components
- Diff-aware documentation and configuration maintenance
- Proactive capacity and performance analysis