Tax-loss harvesting is a powerful strategy that helps you optimize your clients’ portfolios by offsetting capital gains with realized losses. With Alphathena’s AI-driven solution, you can streamline the process, maximize tax efficiency, and enhance client outcomes—all without disrupting existing workflows.
Traditional tax-loss harvesting requires constant monitoring, in-depth research, and meticulous record-keeping. You must manually identify loss opportunities, transition between custodians, and ensure compliance with wash sale rules. This time-consuming process limits scalability and leaves room for human error. Additionally, traditional approaches often follow fixed schedules or react to broad market movements, making them less responsive to opportunities within specific securities.
Alphathena’s API-first platform automates tax-loss harvesting, enabling you to scale and optimize portfolios with ease. Our solution:
Seamlessly integrates with existing custodians and workflows—no asset transfers required.
Continuously monitors portfolios to identify tax-loss harvesting opportunities in real-time.
Intelligently integrates rebalancing with tax-loss harvesting to maximize tax benefits while minimizing deviation from portfolio targets.
Reduces wash sale risk across all household accounts, ensuring seamless coordination across portfolios.
By leveraging Alphathena’s automated tax-loss harvesting solution, you can:
*Based on backtested harvesting of an S&P 500-equivalent direct index on a 31-day cycle with standard assumptions on invested capital, wash sales, qualified dividends, etc.
Alphathena is a leading fintech platform empowering the financial industry with cutting-edge direct indexing solutions. Our cloud-based system integrates seamlessly with your existing workflows, offering:
Contact us today to learn how Alphathena can help you maximize client returns and stand out in a competitive market.
Alpathena is an AI-enabled direct indexing platform that helps RIAs strengthen relationships through personalized investing.
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