Alphathena: Customized Investment Solutions
Deliver truly custom investment solutions with Alphathena. Eliminate manual processes and offer clients a superior experience.
Powerful analytics unlock deeper portfolio insights
Alphathena offers truly personalized investing solutions delivered via an AI-powered operating system.
Features You’ll Love
See what Alphathena can do for you:
Personalized Indexing
Build, customize, and manage personalized indexes tailored to investor needs.
Portfolio transition
Receive tax-efficient multi-cycle transition services from existing portfolios into personalized indexes.
Auto rebalancing
Get real-time monitoring and rebalancing with alerting and approval workflows.
Tax-loss harvesting
Enable automated tracking and harvesting of tax losses for any portfolio and index with multiple criteria and triggers.
Custodial integration
Keep assets under your control with our turnkey custodian-agnostic integration capabilities.
Unlock the Full Potential of
True Personalization
Alphathena’s powerful cloud-based platform helps your firm differentiate, improve efficiency, and drive scalable growth.
Spend Time on What Matters
Alphathena alleviates the complexity of managing personalized indexes and portfolios, so you can focus on your clients and your firm.
Enhance Client Relationships
Personalized solutions make clients feel valued and understood, helping you improve client retention and increase referral potential.
Set Your Firm Apart
Leapfrog competitors using basic personalization solutions with Alphathena’s truly custom capabilities and end-to-end lifecycle management services.
Keep Costs Down
Using Alphathena, you won’t need to continuously add new technology or open accounts at different providers, helping you keep costs competitive.
Get Started Right Away
With no data conversion or back-office transition necessary, we plug into existing processes and help you start your personalization journey right away.
