Compare Alphathena vs. 55ip for Portfolio Customization
Looking for a platform that goes beyond tax-smart investing? Alphathena empowers advisors with unparalleled customization, real-time portfolio management, and advanced AI-driven solutions that go beyond tax optimization. While 55ip focuses heavily on tax-smart investing, Alphathena delivers a comprehensive platform designed to address the full spectrum of advisor and client needs.


Alphathena vs. 55ip: The Smarter, More Flexible Portfolio Customization Solution
55ip specializes in tax-smart investing and automation, providing valuable tools for advisors. However, Alphathena takes it a step further, offering a more comprehensive and customizable solution that empowers you to have full control over your portfolios.
By combining real-time tax optimization with advanced personalization, Alphathena continuously monitors market conditions, enabling you to rebalance strategically, capture opportunities, and manage risk with precision.
What Our Clients Say

What makes Alphathena the top 55ip alternative for financial advisors?
1.Advanced AI-Driven Personalization
Alphathena: Leverages cutting-edge AI to create ultra-customized portfolios based on client-specific goals, preferences (e.g., ESG, faith-based, thematic investing), and tax scenarios, offering greater precision in personalization. 55ip primarily focuses on tax-smart investing and automation, with less emphasis on advanced customization for client-specific needs.
2.Comprehensive Customization Options
Alphathena: Offers unparalleled flexibility to tailor portfolios with granular control, including security-specific exclusions, thematic alignment, and ESG criteria. 55ip provides customization capabilities but is more constrained by its primary focus on tax-optimization workflows.
3.User-Friendly and Intuitive Interface
Alphathena: Designed with advisors in mind, the platform features an intuitive, easy-to-navigate interface that simplifies complex tasks like portfolio management, monitoring, and real-time adjustments. 55ip, while functional, its interface can feel limited in scope for more dynamic or personalized portfolio strategies.
4.Seamless Integration with Broader Advisor Needs
Alphathena: Integrates seamlessly with major custodians and tech stacks, ensuring minimal disruption while enhancing workflow efficiency and usability. 55ip focuses heavily on its tax-transition capabilities but may require more manual intervention for broader advisor tech ecosystem compatibility.
5.Focus Beyond Tax-Loss Harvesting
Alphathena: While it excels at tax optimization, Alphathena also emphasizes client engagement, value-driven customization, and innovative portfolio construction that goes beyond tax-loss harvesting. 55ip is primarily centered on tax-smart investing, which can limit its utility for advisors seeking broader direct indexing benefits.
6.Enhanced Client Deliverables
Alphathena: Offers client-facing tools and reports that clearly articulate the benefits of portfolio strategies, helping you demonstrate value and build stronger client relationships. 55ip client deliverables are more focused on tax savings, which might not fully resonate with all clients' broader goals.
7.Innovation and Scalability
Alphathena: Continuously innovates to address the evolving needs of advisors, offering scalable solutions that grow with their practices. 55ip, while effective, its feature set is more narrowly tailored, limiting its adaptability to diverse advisor and client needs.
8.Parallel and Batch Processing
Alphathena: Can rebalance and tax-loss harvest multiple accounts in parallel, in real-time as well as offline. This functionality enhances efficiency and is not typically available with 55ip.
9.Integrated AI for Workflow Efficiency
Alphathena: Deep AI integration streamlines workflows, making portfolio management faster and more efficient. 55ip lacks comparable AI-driven enhancements for broader workflow efficiencies.
10.White-Label Customization
Alphathena: Fully white-labels its web platform to align with any client's brand, delivering a seamless and integrated user experience. This includes personalized branding, custom theming, and tailored workflows. 55ip does not offer comparable white-labeling or branding options.
What Our Clients Say






The all-in-one optimization platform you need
Alphathena delivers unmatched flexibility and control, redefining the way you manage portfolios.
Model Portfolio Flexibility
Advisors can upload and blend their own model portfolios within Alphathena, allowing for greater customization and rebalancing towards those specific models. This enables tailored portfolio management and enhances personalization for clients.
Seamless Legacy Portfolio Management
Unlike other platforms that may require liquidating existing mutual funds, Alphathena allows you to seamlessly integrate mutual funds into the transition process. You can also assess risk and tax impacts in different scenarios before making decisions, offering you and your clients a more transparent and informed investment strategy forecasted over 1-3 years.
Custodian-Agnostic Integration
No matter which custodian you work with, Alphathena ensures that your assets stay under your control, providing the flexibility to fit your needs without being tied to specific providers.
Advanced Optimization Tools
Our platform balances personalization with benchmark performance, allowing you to optimize portfolios in alignment with your clients’ financial goals.
Realtime Tax Loss Harvesting
The market is episodic, and tax-loss harvesting should be as well. Unlike many platforms that stick to rigid monthly or quarterly schedules, Alphathena allows you to rebalance and harvest losses as market conditions change. Advisors also have the flexibility to follow a scheduled approach if they prefer. When the market shifts, Alphathena ensures you're capturing opportunities in real-time—without being restricted by predetermined timelines. Additionally, Alphathena takes wash sales into account, helping you avoid complications that could negate the benefits of tax-loss harvesting. This provides a more flexible and responsive strategy to optimize tax efficiency while minimizing risk.
End-to-End Lifecycle Management
Alphathena covers every stage of the portfolio management process—from design and investment to transition, harvesting, rebalancing, and ongoing management.
Recognitions & Achievements

🏆 Winner: 2023 Morningstar Fintech Showcase
“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.”
Lawrence Johnson
Head of Emerging Fintech at Morningstar

WealthMgmt Finalist for Artificial Intelligence and Direct Indexing - 2023, 2024
“Wealthies” is the only awards program of its kind to celebrate the companies, individuals and organizations who are bringing new innovations to market that make a real difference to the daily activities of financial advisors.

ThinkAdvisor Luminaries Finalist in the Financial Planning Firm Award - Innovation category!
The ThinkAdvisor Luminaries Awards honors outstanding individuals and firms in the financial services industry. Recognizing excellence beyond traditional metrics, such as asset growth or product enhancements, the Awards focus on exemplary leadership, groundbreaking innovation, and outstanding community impact by both firms and individuals.
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