From Tax Burden to Tax Opportunity: Direct Indexing in 2024
With significant tax changes on the horizon post-2025, Alphathena’s direct indexing platform offers a powerful solution for investors and advisors. Our technology enables ownership of individual securities within an ETF, providing unparalleled control over tax outcomes and portfolio customization.
Key benefits include:
Advanced tax-loss harvesting
Strategic capital gains management
Optimized charitable giving
Tailored ESG investing
Alphathena empowers advisors to transform tax challenges into opportunities for enhanced returns and efficiency, adapting seamlessly to evolving financial landscapes.