For advisors looking to deliver more personalized portfolios without adding complexity, it’s time to rethink how your tech stack supports your strategy.
Kerri Quinn, Head of Index Solutions at Alphathena, and Stephanie Williams, Portfolio Manager at TFR Capital, joined forces for a live walkthrough of how modern workflows can make personalized investing both scalable and efficient.
This webinar demonstrates how Alphathena’s AI-enhanced direct indexing platform integrates seamlessly with TFR Financial’s three distinct workflows to give advisors a serious edge in four critical areas:
Model Review & Real-Time Pricing
See how TFR customizes portfolios using live market data.
Transition Portfolios with Precision
Reduce tracking error and improve outcomes.
Security Equivalents
Avoid unnecessary tax events by recognizing economically identical positions.
Trade Restrictions
Honor client mandates without the workaround headaches.
Here’s everything we covered:
- A live demo of the platform in action
- A real-world case study and performance results
- How to deliver personalization without handing off control
This session will help you unlock a smoother, smarter way to scale your investment management. Watch the complete recording below.
Want to learn more about streamlining advisor workflows with direct indexing?
Click the image below to download the 101 guide now.
