Solution introduction
The Operating System for Direct Indexing
Alphathena delivers AI-powered custom indexing to help financial advisors strengthen relationships with truly personalized investing solutions
Go beyond ETFs and Stock Picking
We help advisors and WealthTech partners easily discover and build custom indexes and portfolios that align with the unique values and preferences of every client.
Enhance Your Advice with AI
Inject your workflows with AI-enhanced efficiency. Use natural language search to discover new equities, screen for ESG preferences and 100+ other factors, and achieve an all-new level of productivity.
Your complete solution for direct indexing and personalized portfolios
Alphathena’s turnkey platform gives you all the tools you need. Optimize direct index portfolios over time with tax-loss harvesting, automatic rebalancing, and deep analytics.
Add Personalization to Your Platform with Our API
Our open Direct Indexing API and Personalized Indexing API can help add Personalization to your WealthTech platform in minutes, not months. Use our API to integrate directly into your workflow and custodians.
Include Crypto in the Conversation
Give clients a 360° portfolio with digital assets shown side-by-side with traditional investments.
