Today, we’re excited to announce our powerful new MyVest integration that puts Alphathena’s AI-driven direct indexing capabilities into the hands of enterprise wealth management firms across the country.
This partnership unites two platforms with a shared vision to make sophisticated investing more accessible, more personal, and more scalable for financial advisors and the clients they serve.
Why the MyVest Integration with Alphathena Matters for You
Investor expectations are evolving fast. Everyone knows that by now. But advisors need more than cookie-cutter portfolios and tax-time scrambling to stand out and address modern client expectations.
Advisors need solutions that automate complexity without asking them to give up control of investing decisions, and that’s exactly what our MyVest integration delivers.
Through our partnership, wealth management firms using MyVest’s Strategic Portfolio System (SPS) can now build, customize, and implement personalized indexes powered by Alphathena. And you can do it all without changing custodians or overhauling your existing workflows.
What the MyVest Integration Unlocks for Advisors
With Alphathena’s platform embedded inside MyVest’s enterprise-grade portfolio management system, advisors can achieve all this and more:
- Personalize portfolios at scale across every household
- Harvest tax losses in real time with AI-driven automation
- Transition legacy assets into custom indexes with tax-efficiency
- Maintain control over branding through white-label reporting
- Integrate seamlessly with existing systems via our API-first architecture
All these features come together to enhance the way advisory firms deliver value for today’s investors.
Personalized Investing Built for Scale
Direct indexing used to be complex, expensive, and only available to the ultra-wealthy. That’s no longer the case.
Our technology flips that model on its head to give advisory firms of all sizes—from solo RIAs to the largest enterprises—the power to deliver values-based, tax-optimized investing experiences, without increasing headcount or exposing their team to tech fatigue.
The MyVest integration helps firms bring personalized indexing into a unified, advisor-friendly experience that empowers advisors to improve tax outcomes and offers another level to pull to bridge the communication gap within client families and retain assets across generations.
Built for Modern Wealth Platforms
Alphathena’s edge starts with our mission to create an open API-first platform designed to serve both RIAs and enterprise partners. That means firms using MyVest get full flexibility and configurability from how portfolios are constructed, to how performance and compliance are managed behind the scenes.
And because our systems are designed for scale, enterprise firms can go from concept to implementation quickly, with no lengthy implementation or drawn-out data conversion necessary. Most of our clients are in motion within a week.
Ready to learn more?
If you’re a MyVest user, or a firm looking for ways to modernize your investing strategies, now is the right time to explore what personalized direct indexing can really do for your business.
The future of investing is personal. And with Alphathena and MyVest working together, it’s scalable too.
Schedule a demo to see Alphathena in action and learn how to energize your firm’s unique investing workflows.
Click here to read the original press release announcing this integration.
