Alphathena

Alphathena is a Finance tool that offers AI-enhanced direct indexing technology for RIAs and fintech firms. It provides automated tax-loss harvesting and seamless portfolio transitions to build personalized, tax-smart portfolios.

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At a glance

Pricing

Custom · Paid

Free tier

API

Yes

Skill level

Technical

About

What is Alphathena?

Alphathena is a cutting-edge software platform designed for RIAs and fintech partners, offering AI-enhanced direct indexing technology. It simplifies the process of designing and managing direct indexes, enabling enhanced client relationships through features like portfolio customization, effortless rebalancing, and automated tax-loss harvesting. The platform also provides seamless portfolio transitions and integrates with existing custodians, allowing advisors to retain complete control over client assets. Alphathena supports over 1,200 ETFs and indexes, encompassing more than 9,000 securities, making personalized investing accessible and scalable for tech-savvy RIAs, TAMPs, fintech platforms, and large enterprises.

Best used for

Ideal for financial advisors and fintech firms who need to offer personalized investment experiences, maximize tax efficiency through automated tax-loss harvesting, and streamline portfolio management. Especially valuable for scaling direct indexing solutions while maintaining control over client assets and integrating with existing custodians.

Common actions

manage direct indexing

optimize tax efficiency

customize investment portfolios

automate portfolio rebalancing

transition investment portfolios

stock trading

Capabilities

Key features

AI-enhanced direct indexing
Automated tax-loss harvesting
Effortless portfolio rebalancing
Seamless portfolio transitions
Portfolio customization
API-driven platform
Household-level tax management

Target Audience

financial advisorfinancial analystinvestment manager

Integrations

schwabfidelityinteractive-brokers

Pricing & Plans

Custom · Paid

Not publicly disclosed. Check alphathena.com for current pricing.

FAQs

What is Alphathena's pricing model?

Alphathena's platform fees typically range from 10-20 basis points or are structured as per-account fees, depending on the services selected. They offer customized pricing models to meet specific client needs, and interested parties are encouraged to contact them directly for detailed discussions.

Does Alphathena require me to change my back office provider or transfer client assets?

No, Alphathena integrates seamlessly with your current technology and custodian services. You do not need to change your back office provider or transfer control of your clients' assets, allowing you to retain complete control.

What indexes and ETFs does Alphathena's platform support?

The platform supports an extensive range of over 1,200 ETFs and indexes, encompassing more than 9,000 securities. All these are licensed for direct indexing and are included as part of the service cost, offering broad investment options.

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