How Mainstreet Advisors Expanded Their Investment Toolkit with Direct Indexing
Discover how one firm serving community banks and Trust institutions scaled personalization, tax efficiency, and control with Alphathena’s AI-enhanced direct indexing platform.
Mainstreet Advisors experienced challenges familiar to many advisory firms:
Traditional models and ETFs didn’t do enough to differentiate.
Implementing tax-loss harvesting and index tracking in-house created complexity.
Outsourcing risked losing oversight of the investment process.
The Solution
By partnering with Alphathena, Mainstreet Advisors built a scalable direct indexing strategy that integrates seamlessly across systems used by 60+ bank clients, enhances tax efficiency, and keeps them in control.
Want to see how? Download the case study to learn:
What Our Clients Say
Add the #1 direct indexing platform to your tech stack.
We recently helped transition a $10M portfolio with $2M in embedded gains, keeping realized gains under the client’s annual $100K threshold while maintaining market exposure.
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