Alphathena provides a platform for direct indexing that enables customization of over 1,200 indexes and ETFs using 40+ factors. It handles portfolio optimization, tax-loss harvesting, automated rebalancing, and trading through custodian integration. The system applies client-specific rules such as ESG exclusions, sector tilts, tax goals, and risk budgets in real time. Advisors select indexes, optimize investments, and automate management via three steps on a turnkey, API-driven platform. This setup maintains benchmark tracking while incorporating personalization, with assets remaining under advisor control through seamless connections to existing custodians.
Enables high degree of portfolio customization to meet client-specific goals
Integrates advanced AI for optimized investment performance
Offers seamless integration with custodians, preserving asset control
API-driven platform supports automation and scalability
Customization breadth could complicate compliance and oversight
Service pricing may be higher due to advanced features and technology
