Check out our direct indexing customization tools.

A personalization platform built for how advisors work.
Platform overviewAlphathena gives you a personalization platform.
Alphathena gives you a personalization platform.
Alphathena gives you a personalization platform.
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Alphathena equips advisors with AI-powered tools to deliver customized indexes, advanced tax optimization, and comprehensive account management.
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Tushad brings two decades of software development, technology consulting, and product management. He has extensive experience in developing AI, predictive data and analytics, and managing high-performance teams. Prior to co-founding Alphathena, he held high-level positions at Gray Matter Analytics, PwC Strategy, and GE Healthcare.
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A personalization platform built for how advisors work.
Build direct indexes with client-level personalization.
Continuous tax-loss harvesting with built-in wash sale compliance.
Run every strategy as a sleeve in one account.
Generate client-ready transition reports in minutes.
Streamline advisor-to-PM workflows and internal communication.
Agentic AI engine for automated complex investment tasks.
Add personalized investing directly to your platform.
A personalization platform built for how advisors work.
Deliver Personalized Value. Grow with Confidence.
Scalable Investing Solutions for Forward-Thinking Firms
Scalable Investing Solutions for Forward-Thinking Firms
Institutional-Grade Tax Overlay. No Re-Papering Required.
Institutional-Grade Direct Indexing. Built for Emerging RIAs.
A personalization platform built for how advisors work.
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A personalization platform built for how advisors work.
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