Alphathena
Deliver personalized investment strategies with AI-powered tax optimization
Target Audience
- Registered Investment Advisors (RIAs)
- Wealth Management Enterprises
- Fintech Platforms
Hashtags
Overview
Alphathena helps financial advisors create customized investment portfolios using AI tools. It automates complex tasks like tax-loss harvesting and portfolio rebalancing while maintaining client-specific preferences. The platform enables RIAs and fintech firms to offer personalized indexing without outsourcing asset management.
Key Features
AI-Powered Tax Optimization
Automated tax-loss harvesting and real-time portfolio adjustments
Custom Index Creation
Build portfolios from 1,200+ indexes/ETFs with 40+ factors
Custodian Integration
Seamless connection with existing financial custodians
Automated Rebalancing
Maintain target allocations with personalized alerts
Performance Tracking
Monitor strategies against benchmarks in real time
Use Cases
Build custom investment indexes
Automate tax optimization strategies
Integrate with brokerage custodians
Scale personalized portfolio management
Pros & Cons
Pros
- Turnkey platform eliminates third-party managers
- Real-time benchmark tracking with personalization
- API-driven integration for workflow scalability
- Maintains asset control under advisor management
Cons
Integrations
Reviews for Alphathena
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