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An AI-enhanced direct indexing platform for RIAs, broker-dealers, TAMPs, and OCIOs to build customized portfolios with tax-loss harvesting, rebalancing, and APIs.
Alphathena is a cloud-based direct indexing platform for RIAs, Broker-Dealers, TAMPs, OCIOs, and fintech firms that need to create, manage, and optimize personalized direct index portfolios at scale.
Key capabilities include:
Pricing: Not published; request a demo or schedule a meeting for a quote.
Notable for offering a custodian-agnostic technology layer with API integrations for trading, reporting, and data sharing, designed to keep advisors in control without relying on subadvisors. It has also received industry recognition, including a Morningstar 2023 Fintech Showcase win and a WealthManagement.com Industry Award.
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