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By Kerri Quinn
Head Of Index Solutions
1. Morning Portfolio Review Before: Hours spent reviewing multiple screens for cash levels, drift, and trading needs. The use of automated portfolio management solutions like Alphathena can streamline this process. With Alphathena:
- Dashboards show all accounts needing attention
- Automated alerts for cash management
- Instant tax-loss harvesting opportunities
2. Client Account Transitions Before: Complex spreadsheets and manual calculations With Alphathena:
- Automated transition analysis
- Tax-aware liquidation strategies
- Risk monitoring throughout transition
3. Trading Execution Before: Individual trades across multiple accounts With Alphathena:
- Bulk trade generation
- Automated tax lot selection
- Wash sale prevention
- Pre-trade compliance checks
4. Tax Management Before: Year-end scramble for tax-loss harvesting With Alphathena:
- Year-round tax-loss harvesting opportunities
- Automated gain/loss tracking
- Tax-aware rebalancing
- Proactive tax planning tools
5. Client Reporting Before: Hours creating custom reports With Alphathena:
- On-demand reports
- Custom report generation
- Tax impact analysis
- Clear visualization of strategy changes
6. Portfolio Rebalancing Before: Manual calculations and trade lists With Alphathena:
- Automated drift detection
- Tax-aware rebalancing suggestions
- Bulk rebalancing across accounts
- Custom tolerance bands
7. Cash Management Before: Daily manual cash reviews With Alphathena:
- Automated cash monitoring
- Cash buffer management
8. Client Meetings Before: Hours of prep gathering data With Alphathena:
- Instant portfolio analytics
- Tax impact visualization
- Strategy implementation tracking
“Stop spending time on manual tasks and focus on what matters – growing your practice and serving your clients. Alphathena handles the complexity so you can handle the relationships.”
Schedule a Demo Today!
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