Overview
Empower your RIA with AI-enhanced direct indexing technology from Alphathena and take advantage of tax-loss harvesting tools and more.
Focus Area
AI-Enabled Direct Indexing Platform for Registered Investment Advisors (RIAs)
Core Features & Capabilities
Automated Direct Indexing: Builds customized, tax-efficient stock portfolios matching benchmark performance for wealth managers. Tax-Loss Harvesting & ESG Customization: Automatically harvests tax losses and applies custom ESG or values-based exclusions. Seamless Custodian Integration: Connects with major custodians without requiring back-office operational changes. Best For
Generating and enriching sales leads DesignersHR ProfessionalsProduct Managers
Architecture & Security
WealthTech FinTech Platform: Integrates via APIs with custodian clearing systems and RIA portfolio accounting tools. Pricing Details
Advisory Fee Model: Structured as a low-cost basis point fee (~0.15% – 0.20% AUM) calibrated per firm. 