The demand for personalized portfolios is growing year over year, and enterprise firms are leading the charge to make it scalable.
In this conversation recorded live at the 2025 Future Proof Festival, Alphathena CEO Mohan Naidu caught up with Charlie Haims, Head of Marketing at MyVest, to explore how technology is reshaping portfolio management.
Spotlighting the Alphathena and MyVest Integration
From model customization to tax-aware transitions, Charlie shares how the Alphathena and MyVest integration helps firms bridge the gap between personalization and automation.
Here’s what this video covers:
- How enterprises are customizing model portfolios for client-specific strategies
- Why tax efficiency remains central to modern wealth platforms
- How automation enables advisors to personalize at scale
Our partnership with MyVest represents a shared vision to equip advisors with the technology and solutions they need to deliver truly individualized portfolios while maintaining efficiency for growth.
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