Make tax optimization automatic.
Tax-loss harvesting at the individual security level, running continuously, with wash sale compliance built in.
Onboard in as little as 1 week
Most advisors are leaving after-tax alpha on the table.
Running tax-loss harvesting once a year, or manually, means missed opportunities every time the market moves and clients paying more in taxes than they need to.
Manual tax-loss harvesting is time-consuming and misses opportunities
Wash sale violations are easy to miss across many clients and accounts
Advisors can't easily show clients the dollar value of tax management they're receiving
Alphathena identifies and captures tax opportunities automatically.
The platform monitors every account continuously. When a harvesting opportunity appears, you get an alert to take action. Factor-based replacement securities are identified automatically, and wash sale exposure is checked across all related accounts.
See How It Works
Security-level precision, at scale.
Tax-loss Harvesting that runs every day, not once a year.
Alphathena monitors your accounts continuously and identifies harvesting opportunities as they emerge. No manual review required, no year-end scramble.
Wash sale exposure identified automatically.
Alphathena checks wash sale windows across all related accounts before executing trades. You get unparalleled visibility and clients avoid inadvertent taxable events.
Factor-based replacements, not just the obvious substitutes.
At a household-level, the platform identifies optimal replacement securities, maintaining portfolio exposure while capturing the loss so you can avoid tracking error-drift.
Show clients the dollar value of your advice.
Client-facing reports allow you to quickly demonstrate exactly how much tax savings your strategy has produced.
Look across households to catch what other systems miss.
Alphathena's platform looks across all the accounts in a household—whether they are taxable or tax-advantaged—to identify wash sales and avoid them.
CLIENT RESULTS
“Alphathena, with its elegant platform and powerful engine, is an example of a growing field of innovators that have learned to harness frontier technologies to deliver better outcomes for investors.”
Your clients expect personalization. Alphathena makes it achievable.
Get a look at the agentic asset management platform designed for advisor customization.
