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Independent advisor ready to modernize, business owner looking for a real technology partner, or a firm that needs a security framework built from the ground up: we want to hear from you.
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Three fields is all it takes. Tell us about your practice, your challenges, or what you are looking to solve.
How it works
A clear path forward.
From first conversation to embedded partnership, every step is scoped, priced, and documented before the next one starts.
- 01Initial conversationYou tell us what is going on: challenges, goals, current vendor landscape. We listen, ask the right questions, and give you an honest read on fit.
- 02Practice auditA plain-English review of your technology, security posture, compliance readiness, and workflows. You get a clear picture of where you stand.
- 03Custom blueprintA tailored proposal: which capabilities apply, what each costs, and what outcomes to expect. Line-item pricing. No generic packages.
- 04Go liveFirst capability deployed within week one. Monitoring activates. Compliance documentation generates.
- 05Ongoing partnershipWe embed as your fractional technology and security team. Quarterly reviews, continuous optimization, one point of accountability.
In their words
Hear it from advisors.
“Before Alphaeus, we were managing seven different vendors and still had compliance gaps. They consolidated everything, deployed AI agents in two days, and we passed our SEC examination with zero findings. I wish we'd made the switch years ago.”
“We went from spending 40% of our time on admin to actually focusing on clients. The cybersecurity framework alone gave us peace of mind we never had, and the AI onboarding agent cut our intake process from ten days to under 48 hours.”
Compliance success rate across advisory clients100%