Alphathena

We're heading to the Future Proof Conference! ?? Join us and thousands of financial advisors, wealth management executives, fintech innovators, and more for a transformative four-day festival. Let's build the future of the wealth management industry together! Stop by and see us there—we can't wait to connect.

Explore the direct indexing trifecta ?? 1?? Solving for trapped capital gains 2?? Customizing portfolios to reflect ethical values 3?? Mitigating risks from concentrated positions On our blog, we’re breaking down three real-life direct indexing use cases from VERITY Wealth Partners. Take a closer look at how we partner with advisors to address complex personalization, tax, and risk issues: https://bit.ly/4cZbbl1 #DirectIndexing #WealthManagement

66% of high-net-worth investors want more personalization from their wealth management relationship, according to PWC. Are you equipped to deliver? Alphathena lowers the barriers to customized investment management with powerful personalization strategies and automated trade execution, rebalancing, and ongoing account management process, freeing advisors up to spend more time delivering a differentiated client experience. Learn more → alphathena.com

We’re thrilled to announce that Alphathena is a ThinkAdvisor Luminaries Finalist in the Financial Planning Firm Award - Innovation category! ?? This recognition reflects our commitment to pushing the boundaries of financial advisor solutions with cutting-edge technology. Thank you to our amazing team for making this possible! Let’s keep innovating together. Check out the list of visionary firms and individuals here: https://lnkd.in/gcZRCnp2 #Alphathena #Luminaries2024

We may not have taken home the #Wealthies this year, but the recognition as finalists in Artificial Intelligence and Direct Indexing is a win in itself! ?? Thank you to our incredible team for pushing the boundaries of innovation in wealth management. We’re just getting started, and there’s so much more ahead!

Meet the Team! Tushad Driver, Co-Founder and COO of Alphathena, is dedicated to driving innovation and operational excellence in wealth management technology. #Alphathena #AI #Fintech

Recent #kitces research indicates that only 21% of advisors are using direct indexing. Why? Historial complexity and operational barriers have made direct indexing difficult to implement with any scale or efficiency. Software developed to overcome these hurdles often compromises benchmark performance in favor of personalization, and outsourcing eases operational burdens but forces advisors to give up control of client portfolio management. Alphathena set out to solve these challenges without compromise, creating a distinct opportunity for advisors to capitalize on the benefits of direct indexing as a powerful differentiator for their firms. With only 21% of advisors taking advantage of direct indexing’s incredible tax efficiency and personalization capabilities, the time is now to learn more about Alphathena: www.alphathena.com

Unlock the Power of Tax Alpha: Revolutionize Your Investment Strategy in 2024 At Alphathena, we're pioneering the future of intelligent investing. Our latest breakthrough? Harnessing the often-overlooked potential of tax alpha to supercharge your portfolio performance. ?? Our Cutting-Edge Research Reveals: Tax alpha strategies can boost annualized after-tax returns by 1-2% Effectiveness across all market conditions - bull or bear In 2022's volatility, 91% of S&P 500 stocks presented tax alpha opportunities ?? Alphathena's Tax Alpha Edge: Adaptive Algorithm: Our AI-driven approach continuously identifies tax-loss harvesting opportunities Performance: Generate alpha regardless of market direction Customized Optimization: Tailored strategies aligned with your unique financial goals ?? Did You Know? Even in 2021's bull market, nearly half of S&P 500 stocks offered harvesting potential. Our platform captured these hidden opportunities. ?? Future-Proof Your Investments: Tax alpha isn't just a trend - it's the future of sophisticated portfolio management. Our data shows persistent opportunities through 2023 and 2024, proving its long-term viability. ?? Why Choose Alphathena? Proprietary Technology: Leveraging advanced algorithms for optimal tax-efficiency Transparent Reporting: Real-time insights into your tax alpha gains Expert Support: Backed by a team of financial and tech innovators Ready to elevate your investment strategy? Let Alphathena's tax alpha expertise be your catalyst for superior returns in 2024 and beyond. ?? https://lnkd.in/gf-wE_Fn #AlphathenaInnovation #TaxAlphaExperts #IntelligentInvesting #WealthTech #PortfolioOptimization #FinancialInnovation #RIATechnology #SmartAssetManagement #DirectIndexing #Fintech #RIA #Invest #TaxAlpha #DirectIndex #FinancialAdvisors #Index

Looking for a way to give your clients the personalized experience they want? Our cloud-based platform takes the complexity out of direct and custom indexing. Enjoy seamless personalization with tax-loss harvesting, auto-rebalancing, and index lifecycle management. Discover more at alphathena.com #InvestmentManagement #DirectIndexing #Alphathena #AI #Fintech

Future Proof is just over two weeks away! The Alphathena team looks forward to joining the many innovators and key players in the #WealthManagement ecosystem. #TBT to last year's festival, when our Co-Founders, Mohan & Tushad, participated in the '#FinTech Demo Drop', showcasing how our platform harnesses the power of #AI, advanced optimization techniques, and multi-dimensional customization to enhance wealth practices and investment management workflows. Watch here: