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Alphathena provides tools for personalized investing, including direct indexing, automated tax-loss harvesting, and portfolio management solutions for financial advisors.
Hi, we’re Alphathena. We’re here to make personalized investing accessible to everyone by providing RIAs and FinTech providers with ready-to-implement direct indexing tools.
Our developer-friendly API infrastructure and Web solutions power the entire investing lifecycle with services including personalized and pre-built indexes, automated tax-loss harvesting, rules-based rebalancing, portfolio transitions, and much more..
Each solution is available as a modular offering to allow financial advisors to build a custom set of solutions, so they can deliver a personalized client experience that will grow their businesses.
And all our solutions are available through our modern Web Apps and via our high-performance, cloud-based, fiduciary-compliant API infrastructure, which enables seamless integration into our client front- and back-office workflows.
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