Build the index your client needs now, not the one someone else built for them.
Alphathena gives you the tools to construct custom direct indexes from any ETF or the entire US market, with full client-level personalization and tax-aware management built in.
Onboard in as little as 1 week
Your clients want portfolios that reflect who they are. Most platforms aren’t built for that.
ETFs and model portfolios were designed for scale, not for individuals. Sixty-six percent of high-net-worth investors want more personalization, but fewer than one in five are getting it.
Off-the-shelf ETFs and models offer no client-level differentiation
Outsourcing direct indexing means handing off control and margin
Building custom portfolios manually creates operational strain that doesn’t scale
Alphathena gives you a direct indexing platform you control.
As a pure technology solution, and not a subadvisor, Alphathena keeps you completely in control of every investment decision. Keep your custodians, workflows, and autonomy.
See it built in real time
From any ETF to a fully personalized portfolio.
Start from any ETF or the full US market.
Pick any ETF and Alphathena generates a direct index from its holdings in minutes. Or build from the full US market universe.
Your starting point, your call.
Every portfolio is built for one client.
Apply ESG screens, sector tilts, values-based exclusions, and concentration limits on a per-client basis. Personalization happens at the portfolio level, not as a template override.
Tax-aware rebalancing runs continuously, without manual triggers.
Athena AI monitors drift, identifies tax-loss harvesting opportunities, and manages wash sale compliance across your full book of accounts.
Keep your custodians and your workflow.
Alphathena integrates with Schwab, Fidelity, and Interactive Brokers. No custodian switch, no migration project, no operational disruption.
Give clients what their portfolios have been missing.
Values-based portfolios
Align holdings with ESG factors, faith-based screens, or any client-defined criteria
Tax optimization
Continuous harvesting at the individual security level, not just at year end
Benchmark tracking
Factor-based optimization helps align portfolios with your chosen benchmarks, analysis, and backtesting
ICR Partners grew 50% year over year after adding Alphathena's transition analysis and direct indexing platform.
"The biggest benefit is we can now communicate clearly to the end client what's going to happen with their portfolio. We may understand all the nuance, but ultimately we have to create a package that someone without all the context can still understand and understand quickly: this is what's going to happen with my investment."
Read the ICR Partners case study
Powered by Athena AI
Your portfolios are managed automatically. Your team stays in control.
Every custom index you build is managed by Athena AI, Alphathena's agentic workflow engine.
Rebalancing, drift monitoring, and tax-loss harvesting run continuously across your accounts, so your indexes and models stay up-to-date without manual triggers.
Your team reviews and approves. The operational complexity runs in the background.
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Your clients expect personalization. Alphathena makes it possible at scale.
Stop managing custom portfolios and strategies in a platform that wasn't designed for it, and switch to one purpose-built for what you need.