Add direct indexing to your platform without building the infrastructure.
Your users want personalized investing, and your engineering team shouldn’t have to spend 18 months to build it. Alphathena's Open API gives you a production-ready direct indexing and portfolio personalization engine, deployable in weeks.
Onboard in as little as 1 week
Building a direct indexing engine in-house is slow and expensive.
A production-grade direct indexing system requires a custom optimization engine, real-time custodial connectivity, a tax lot engine, wash sale logic, a model management layer, and more. For most, that’s a multi-year engineering effort that stalls other roadmap priorities.
Building in-house takes 18-24 months and significant engineering headcount
Your users expect personalized investing features your competitors already offer
Maintaining a custom Direct Indexing engine long-term creates ongoing technical debt
Ship personalized investing features with a partner who’s done it.
Alphathena's Open API gives your platform access to a complete personalization engine through a single integration. Custom index creation, tax-loss harvesting, rebalancing, transition analysis, and workflow automation are all callable via API.
You focus on your product. Alphathena handles the investment infrastructure.
A complete investment infrastructure.
Custom index creation
Build and manage direct indexes with constituent generation, weighting, and client-level customization all available via endpoint.
Tax-loss harvesting
Continuous security-level tax-loss harvesting with factor-based replacement selection and wash sale checks.
Portfolio rebalancing
Handle thousands of accounts simultaneously with drift-based rebalancing leveraging household coordination, holding period awareness, and tax lot sensitivity.
Transition analysis
The Transition Agent generates multi-scenario tax transition modeling with comprehensive explanations in under a minute.
Workflow automation
Deploy an agentic approach to rebalancing queues, portfolio monitoring, and more. Athena AI surfaces opportunities without manual initiation.
Custodian integrations
Native connectivity with Schwab, Fidelity, and Interactive Brokers. We are custodian-agnostic by design with no forced migration required for your users.
Production-ready.
Built for speed.
Documentation
Full API reference with endpoint specs, parameter definitions, and authenticated example calls.
Sandbox access
Test against real portfolio scenarios in a sandboxed environment before you ship.
Integration support
Direct access to Alphathena's engineering team during implementation, not just a support ticket queue.
WHAT AGENTIC MEANS FOR YOUR API
An API that does more than return data.
Athena's Open API infrastructure puts modern capabilities at your team's fingertips.
While most APIs only return information like portfolio values, your access to the full platform includes Athena AI, the intelligent agentic assistant that reasons and completes work for advisors to review and implement.
Athena AI Suggestions
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Your users are asking for personalized investing. Launch it faster with Alphathena.
Alphathena's Open API is built for fintech teams who want to move fast without compromise.
Talk to Our Engineering Team