Alphathena’s Seamless Data Integration with Schwab: Unlocking the Full Potential of Direct Indexing

Alphathena's seamless integration with Schwab Simplifies Direct Indexing. Alphathena's integration with Schwab Advisor Services addresses these challenges by providing a powerful, automated solution that leverages both platforms' strengths. This collaboration combines Schwab's robust trading capabilities—including its iRebalancer tool and support for block trading via Financial Information eXchange (FIX) connections—with Alphathena's advanced analytics and automation capabilities.
June 5, 2024
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Deliver a superior client experience with truly customized investment solutions

Alphathena’s cloud-based platform eliminates the complexities associated with direct and custom indexing, simplifying personalization through tax-loss harvesting, auto-rebalancing, and index lifecycle management capabilities.

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Share:

Deliver a superior client experience with truly customized investment solutions

Alphathena’s cloud-based platform eliminates the complexities associated with direct and custom indexing, simplifying personalization through tax-loss harvesting, auto-rebalancing, and index lifecycle management capabilities.

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