66% of high-net-worth investors want more personalization. Are you delivering?
Alphathena’s advanced direct indexing technology bridges the gap between what your clients want and what your technology can deliver, empowering you to construct highly personalized, tax-optimized portfolios efficiently—without the burden of manual management.
As a pure technology solution and not a sub-advisor, Alphathena keeps you in control and right where you should be: at the center of client investment decisions.
Direct indexing gives you and your clients more control over tax outcomes and investment choices through ownership of individual securities that track an index. Unlike traditional ETFs or mutual funds, direct indexing enables:
Align portfolios with ESG factors or specific client preferences.
Automate tax-loss harvesting to help reduce capital gains tax burdens.
Customize allocations while maintaining broad market exposure.
While direct indexing is often considered complex, Alphathena’s award-winning platform simplifies your portfolio management, giving you the tools to deliver personalization at scale.
Balance performance and personalization with advanced automation.
Keep assets under your control with a custodian-agnostic approach.
Reduce tax burdens effortlessly.
From setup to rebalancing, we simplify the process.
With direct indexing, you can deliver:
Provide clients with deeper insights into portfolio performance.
Offer customized investment strategies that align with personal values and goals.
Automate time-consuming tasks, freeing you to focus on client relationships.
Recognized as “Fintech of the Year” at Morningstar’s 2023 Investor Conference, Alphathena is the premier solution for financial professionals looking to elevate their client service and investment strategies.
Alpathena is an AI-enabled direct indexing platform that helps RIAs strengthen relationships through personalized investing.
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