Alphathena: AI-Powered Personalized Investing for Financial Advisors and Fintechs

Alphathena is an AI-enabled direct indexing platform designed to empower financial advisors, RIAs, fintech firms, and enterprises with scalable, data-driven investment solutions. By leveraging AI, the platform offers personalized investing, automated tax-loss harvesting, and portfolio transition analysis, helping users optimize returns and streamline operations. Its tools are tailored for professionals seeking to enhance client relationships and operational efficiency.

Key Features:

• AI-Driven Direct Indexing: Customized investment portfolios tailored to client goals and values.
• Automated Tax-Loss Harvesting: Intelligent strategies to minimize tax liabilities.
• Data-Driven Portfolio Analysis: Comprehensive transition analysis for seamless portfolio adjustments.
• Personalized Investing at Scale: Enables advisors to offer tailored solutions to large client bases.
• Custodial Integration: Seamless compatibility with existing custodian services and technology.
• Portfolio Customization & Rebalancing: Tools for dynamic portfolio management and optimization.
• Partnership Ecosystem: Collaborates with firms like Rossby Financial to expand direct indexing access.

Pricing:

Alphathena operates on a subscription-based model with fees ranging from 10-20 basis points or per-account charges, depending on the services selected.

Conclusion:

Alphathena is a cutting-edge platform that transforms financial advising and investment management through AI-powered tools, offering efficiency, scalability, and personalized solutions for professionals in the finance industry.