Alphathena

Alphathena is an AI-enabled direct indexing platform that helps RIAs create, manage, and optimize personalized portfolios at scale. It offers automated tax-loss harvesting, rebalancing, and transition analysis, allowing advisors to track any benchmark in real time while maintaining client customization. The platform integrates seamlessly with major custodians like Schwab, Fidelity, and Interactive Brokers, keeping assets under the advisor's control. Designed for advisors, enterprises, and fintech firms, Alphathena provides a turnkey solution for direct indexing with an API-driven architecture for scalable, AI-enhanced workflows.

Key Benefits

• Purpose-built for direct indexing with tax-loss harvesting and automated rebalancing
• Balances personalization with real-time benchmark tracking
• Keeps assets under advisor's control with existing custodian integration
• Scalable, API-driven platform for AI-enhanced workflows