All your work for today in one place.
Alphathena's platform automatically identifies all the actions you need to take to stay ahead. See your tax-loss harvesting opportunities, accounts that need rebalancing, and more—then take action and complete it all from one page.
Onboard in as little as 1 week
Manage your portfolios in minutes instead of hours.
Most investment teams either rely on scheduled portfolio reviews or on manually checking accounts. Alphathena's Workflows surface the insights you need to take action in the moment so you never miss an opportunity to benefit a client.
Eliminate costly mistakes like missing a critical tax-loss harvesting opportunity you didn't know about.
Significantly reduce the time you spend on deciding which portfolios need your attention.
Keep an audit trail for compliance and for client reporting that records every action you take for every client.
Your accounts, optimized for you to start every morning.
Workflows creates a structured process where your team sees a prioritized queue of portfolio actions with everything they need to act.
See How It Works
Nothing lost in translation.
Take action on portfolio decisions like automated dollar-cost-average invest, cash management, and other routine account maintenance in a fraction of the time it would take with manual review.
Smart Withdrawal Management
No more sifting through inboxes. The Alphathena platform notices when cash is necessary and presents the next best action for your review.
Routine tasks execute automatically. Complex ones get surfaced for review.
Athena AI handles rebalancing triggers, drift alerts, and tax-loss opportunities without manual initiation, but full oversight and execution remain with the portfolio manager. Your team gets to focus on the decisions that require expert judgment.
Your launchpad for multi-account workflows
If you’re an enterprise home office managing compliance across a large advisor network, you can finally breathe easy. Take action on multiple accounts at once and complete what used to take hours of time in minutes.
WHAT ADVISORS SAY
“The responsiveness of the team whenever we are working through building out a portfolio or making an index change has been incredible — everyone seems to take any systems issues personally and quickly addresses them with passion.”
Manage more accounts without adding headcount.
Task automation lets your team handle more accounts with the same operational footprint. Athena AI absorbs the routine work, while your advisors and PMs focus on the decisions that need your expert guidance.
See Athena AI
Build the investment workflow your team has been asking for.
Alphathena can be live in as little as one week.
