Alphathena delivers AI-powered custom indexing to help financial advisors strengthen relationships with truly personalized investing solutions.
We help Advisors and WealthTech partners easily discover and build custom indexes and portfolios that align with the unique values and preferences of every client.
Inject your workflows with AI-enhanced efficiency. Use natural language search to discover new equities, screen for ESG preferences and 100+ other factors, and achieve an all-new level of productivity.
Alphathena’s turnkey platform gives you all the tools you need. Optimize direct index portfolios over time with tax-loss harvesting, automatic rebalancing, and deep analytics.
Our open Direct Indexing API and Personalized Indexing API can help add Personalization to your WealthTech platform in minutes, not months. Use our API to integrate directly into your workflow and custodians.
Choose only what you need. Each service is available on its own so you can build a modular system that suits your exact needs.
Create, customize, and manage unique direct index portfolios for each client.
Synthesize any index or portfolio down to a small fraction of its size with optimized allocations and minimal tracking error.
Set custom triggers to automatically identify and harvest tax losses for any portfolio.
Create, customize, and manage unique direct index portfolios for each client.
Set custom alerts to monitor and rebalance portfolios with unique-to-you workflows.
API-first integration directly into your custodian with full lifecycle support for personalization.
A custom-curated investing experience that’s uniquely their own.
Discover securities, analyze risk, and backtest portfolios with a rich analysis engine built on over 200 million data points.
You keep control of your clients and assets. With 100+ customization factors and 1,000+ ETFs, we just give you a better way to manage them all.
Build a custom portfolio in minutes, then cut hours from ongoing management with smart settings, like Tax Loss Harvesting up to 2% of returns.