Wealth & Private Banking › Portfolio & Wealth Management › Tax-Loss Harvesting

Alphathena

Cloud platform for personalized investing with direct indexing, tax-loss harvesting and tax-efficient transitions.

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Overview

Alphathena is a cloud-based platform that lets advisors, RIAs, wealth managers, fintechs and TAMPs add direct and custom indexing to their existing workflows and custodians. It automates tax-loss harvesting by continuously scanning for opportunities while avoiding wash sales and maintaining target allocations.

The platform handles index personalization, auto-rebalancing and index lifecycle management, helping firms deliver tax-aware, customized portfolios without building the infrastructure themselves.

Key Features

+ Automated tax-loss harvesting with wash-sale avoidance
+ Direct and custom indexing
+ Tax-efficient portfolio transitions
+ Auto-rebalancing to target allocations
+ Index lifecycle management
+ Integration with existing custodians and workflows

Integrations

Open APICustodians

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