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A woman looks at a computer screen, text that says "February 2026 Product Update" is next to her

What’s New at Alphathena: February 2026 Product Updates

March 16, 2026
By Josh Harris
Graphic with the headline “Why the SMA and TAMP Model Is Ripe for Reinvention” and subtext “Agentic Workflow Disruption,” alongside a shattered lightbulb, symbolizing agentic workflows transforming portfolio management.

How Agentic Workflows Will Disrupt Outsourced Portfolio Management and Why the SMA and TAMP Model Is Ripe for Reinvention

February 24, 2026
By Mohan Naidu

Introducing Athena AI: Our First Agentic Workflow for Portfolio Management

February 23, 2026
By Mohan Naidu

Clean Data or Costly Mistakes

February 11, 2026
By Kerri Quinn
Testing with Claude Code – Part 3 of a building-in-public series showing an AI-powered testing framework over a circuit board background

AI-Powered Testing with Claude Code

February 4, 2026
By Mohan Naidu

Alphathena Announces Strategic Partnership with Evergreen Wealth to Power Tax-Aware, Personalized Investing

February 4, 2026
By Josh Harris
Graphic showing a developer workspace with code on screen and an overlay reading “Part 2: The AI-powered testing framework” and “Building in public: Part 2.”

The 3 Layers of an AI-powered Testing Framework

January 28, 2026
By Mohan Naidu

Personalization Is a Workflow Problem, Not an Investment Problem

January 26, 2026
By Josh Harris
Graphic showing a developer working at a desk with code on computer screens, overlaid with the text “How we created an AI-powered testing framework” and “Building in public: Part 1.”

We Were Shipping Faster Than We Could Test, So We Changed One Thing

January 21, 2026
By Mohan Naidu

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