Offer Personalized Investing at Scale
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
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:
Values-Based Investing
Align portfolios with ESG factors or specific client preferences.
Tax Optimization
Automate tax-loss harvesting to help reduce capital gains tax burdens.
Enhanced Control
Customize allocations while maintaining broad market exposure.
Why Financial Professionals Choose Alphathena
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.
AI-Driven Portfolio Optimization
Balance performance and personalization with advanced automation.
Seamless Custodian Integration
Keep assets under your control with a custodian-agnostic approach.
Tax-Loss Harvesting Automation
Reduce tax burdens effortlessly.
End-to-End Portfolio Management
From setup to rebalancing, we simplify the process.
Powering Smarter Investment Strategies
With direct indexing, you can deliver:
Greater Transparency
Provide clients with deeper insights into portfolio performance.
Improved Client Outcomes
Offer customized investment strategies that align with personal values and goals.
Operational Efficiency
Automate time-consuming tasks, freeing you to focus on client relationships.
Experience the Future of Portfolio Management
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.
