Everything you need to build, manage, and optimize personalized portfolios, in one place.
Alphathena's agentic asset management platform is the command center for personalized investing. It fits inside your existing workflow without replacing your tech stack or changing your custodians.
Onboard in as little as 1 week
WHAT ALPHATHENA IS
A personalization platform built for how advisors work.
Alphathena covers the full investment lifecycle, from custom index creation into ongoing portfolio management, powered by Athena AI and connected to the systems you already use.
You stay in control with a platform designed to simplify your work and adapt to your unique workflows.
One connected platform for the entire investing lifecycle.
Custom Index Creation
Build direct indexes from any ETF or the full US market. Client-level personalization at every step.
Explore Custom Index CreationTax Optimization
Continuous tax-loss harvesting at the security level, with wash sale compliance built in.
Explore Tax OptimizationTransition Analysis
Generate client-ready transition reports in minutes and turn portfolio recommendations into your best sales tool.
Explore Transition AnalysisWorkflow Automation
Structure advisor-to-PM workflows that eliminate the back-and-forth and manage internal communication at scale.
Explore Workflow AutomationAthena AI
An agentic workflow engine that prepares complex investment tasks ready for you to take action and execute.
Explore Athena AIOpen API
Add personalized investing to your platform without building the infrastructure. Production-ready in weeks.
Explore Open APIThe intelligence layer connecting
every workflow.
Athena AI is the agentic system that runs across all your most important investment work. Simplify tax transitions, monitor drift, identify harvesting opportunities, and explain complex rebalancing logic effortlessly.
Athena AI handles the grunt work. Your team makes the decisions.
Athena AI Suggestions
Generate
WHAT ADVISORS SAY
“As a new user still ramping up, I have enjoyed the intuitive nature of the platform and the unparalleled access to key staff to get answers quickly. I foresee Alphathena becoming a central portfolio management OS for our investment process.”
See the platform built around your firm's workflow.
Alphathena fits inside the systems you already use. You can be live in as little as one week.
Request a Demo