Webinar Reminder: Demystifying Direct Indexing: A Roadmap for Your Future Portfolio
February 8, 2024 | 02:00 PM ET

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The Operating System for Direct Indexing

The Operating System for Direct Indexing

Alphathena delivers AI-powered custom indexing to help financial advisors strengthen relationships with truly personalized investing solutions.

WINNER: Morningstar Fintech Showcase 2023

Go beyond ETFs and Stock Picking

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.

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Enhance Your Advice with AI.

Enhance Your Advice with AI.

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.

Your complete solution for direct indexing and personalized portfolios.

Your complete solution for direct indexing and personalized portfolios.

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.

Add Personalization to Your Platform with Our API.

Add Personalization to Your Platform with Our API.

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.

Core Features

Choose only what you need. Each service is available on its own so you can build a modular system that suits your exact needs.

Personalized Indexing

Personalized Indexing

Create, customize, and manage unique direct index portfolios for each client.

Smart Weights Allocation

Smart Weights Allocation

Synthesize any index or portfolio down to a small fraction of its size with optimized allocations and minimal tracking error.

Tax-Loss Harvesting

Tax-Loss Harvesting

Set custom triggers to automatically identify and harvest tax losses for any portfolio.

Portfolio Transition

Portfolio Transition

Create, customize, and manage unique direct index portfolios for each client.

Auto Rebalancing

Auto Rebalancing

Set custom alerts to monitor and rebalance portfolios with unique-to-you workflows.

API-First Design

API-First Design

API-first integration directly into your custodian with full lifecycle support for personalization.

Give every client what they want.

A custom-curated investing experience that’s uniquely their own.

Go deeper with extensive analytics.

Discover securities, analyze risk, and backtest portfolios with a rich analysis engine built on over 200 million data points.

Your expertise guides the way.

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.

Manage the entire personalization lifecycle.

Build a custom portfolio in minutes, then cut hours from ongoing management with smart settings, like Tax Loss Harvesting up to 2% of returns.

Experience the next evolution of direct indexing with AI-enhanced personalization.

Try for Free

Ready to start? Create a free account now to trial our Natural Language Search portfolio creator.

Schedule Demo

Schedule a personal tour of the full platform to learn more about each feature.

Contact Us

Have a question? Reach out to the Alphathena team to get it answered.