Turn a prospect's existing portfolio into your most persuasive sales tool.
Easily translate appreciated portfolios, concentrated positions, or existing portfolios to new models or custom indexes with tax efficiency at the forefront.
Onboard in as little as 1 week
Most advisors walk into prospect meetings without a plan.
New clients rarely arrive with a clean slate. They have concentrated positions, embedded gains, and portfolios they've held for years.
Without a transition analysis in hand, that conversation is a negotiation without the numbers.
Concentrated positions and embedded gains make transitions feel risky to clients
Manual scenario modeling takes hours and rarely produces a client-ready output
Without a clear transition plan, advisors lose deals as client attention fades while waiting for advice
Show your clients a clear path forward.
The Transition Analysis tool generates multiple tax transition scenarios, covering gain estimates, tax impact, and timeline, in language clients can understand.
You walk in with a plan. Your client walks out with confidence.
Everything you need to close with confidence.
Multiple tax strategies, side by side.
Generate conservative, moderate, and aggressive transition plans simultaneously and even create your own. Each shows projected gains, tax impact, and how the portfolio reaches its target.
Done in 10 minutes or less.
Athena AI changes the game in how quickly your team can move a portfolio. Complete complex transitions in less than 10 minutes with no spreadsheets or manual calculations that require a third party to execute.
A gradual path away from large, low-basis positions.
For clients de-risking significant equity positions, Alphathena maps a transition that avoids forced liquidation and unnecessary tax events — over any timeline you set.
Answer every question immediately with Athena.
Ask Athena to give you detailed explanation of what's happening in any transition and answer every question your client brings to you. Its like having your own Portfolio Manager expert available 24/7.
Customize client reports to match your own brand.
When it's time to present to clients, keep your firm's brand front and center. Customize any data you'd like with white-label reports that tell the story your clients need to hear.
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
What used to take an hour per account now happens in 10 minutes.
Athena AI processes current holdings, the target model, and your requirements like gain constraints, position restrictions, trade preferences — and then generates multiple implementable scenarios before a meeting even ends.
Athena AI presents and explains the scenarios. You choose the path forward.
Tax Impact
Gain and loss projections across all scenarios, broken down by holding period
Multi-year forecasts
See how a staged transition plays out over successive annual gain budgets
Wash Sale Protection
Wash sale exposure identified and managed across related accounts automatically
Your clients expect personalization. Make it scalable with Alphathena.
If you’re still managing personalized portfolios with spreadsheets, workarounds, and manual reviews, it's time to get a platform that gives you a better way to work.
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