You shouldn’t have to outsource your investment philosophy to improve your operations.
TAMPs solve a real problem. But most advisors who use them are paying for operational convenience with something more valuable: their control over client portfolios. Alphathena gives you the operational lift without the trade-off.
What you give up when you use a TAMP.
For a mid-sized RIA managing $500 million, a TAMP at 35 basis points costs roughly $1.75 million annually. That buys operational convenience, but most TAMPs implement the same models, the same rebalancing logic, and the same tax management rules across thousands of accounts.
Your clients get a standardized process. You get lower operational burden, but no differentiation, no control over investment decisions, and no visibility into how portfolios are being managed.
Operational lift, reduced internal headcount requirements, and standardized execution.
Up to 50 basis points on AUM, your unique investment philosophy, and meaningful differentiation from other TAMP users.
Client-level personalization, after-tax alpha, and portfolios that reflect individual goals rather than a shared model.
The operational efficiency of a TAMP with the control of an in-house investment team.
Alphathena is a technology platform, not an investment manager. You remain the advisor in control who sets the investment parameters. Alphathena gives you powerful tools to leverage your skill at scale.
Set up your investment process to run through Alphathena. No outsourcing of judgment or standardized model imposed on your clients.
Replace basis-point drag on your AUM with a simpler model: One platform fee and basis points only on direct indexing assets. As your book grows, the economics improve rather than scale against you.
Personalized portfolios built around each client's goals create stronger retention than standardized model delivery ever will.
Athena AI does what your TAMP does. On your terms.
Rebalancing, tax-loss harvesting, transition analysis, drift monitoring, and advisor request routing all run through Athena AI continuously, with full PM oversight and a complete audit trail.
What used to require outsourcing now runs inside your own workflow, at a fraction of the cost.
Rebalancing
Drift-based rebalancing with household coordination and tax lot awareness across your entire book, continuously.
Tax-loss harvesting
Continuous security-level tax-loss harvesting with factor-based replacement selection. Not an annual process, a daily one.
Transition analysis
Multi-scenario tax transition modeling for new clients in minutes. Turn prospect complexity into a closing tool.
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
See what your investment workflow looks like when you keep control of it.
Alphathena can be live in as little as one week, with no custodian switch required.
