Alphathena

This is the official launch of the #DirectIndexing Education Center, an online hub designed to equip #financialprofessionals with essential knowledge about direct indexing, #taxoptimization, and modern personalized portfolio strategies for clients of all wealth levels. Ready to learn more about how to benefit from the Direct Indexing Education Center? Join our webinar on April 9, 2025. Register here: https://lnkd.in/gMgCD3cB

Ready for BreakThrus! Future Proof has the best model to meet and chat with other innovators and users. Best on the beach! Alphathena is here!

Tomorrow's the last day of the #FutureProofCitywide conference and the event just won't be complete if we don't get a chance to meet you! Can personalized investing solutions help you deliver better client experiences? We'll show you how. Mohan Naidu, Christopher P. Horan, and Josh Harris will be there to talk all things #FinTech. Check us out at Fintech Alley. #FinancialAdvisors #Networking

Got plans for March 16th? We're going to the #FutureProofCitywide conference in Miami - hope to see you there! Advisors: Catch Christopher P. Horan, Josh Harris, and Mohan Naidu soaking up the good weather and get ready to talk about all things #FinTech. We make direct indexing smooth for you and your clients. We can't wait to connect. https://lnkd.in/gsU3cwDd #FinancialAdvisors

Blaze Portfolio may be ending, but your upgrade is just beginning! Join other advisors making the switch to Alphathena—where trading is smarter, rebalancing is smoother, and tax optimization is automatic. Ready to future-proof your portfolio management? Let’s talk. ?? https://lnkd.in/gsU3cwDd #FinancialAdvisors #FinTech #TaxOptimization

With the S&P 500 up over 20% in the past two years, your investment success could be creating a hidden tax burden. Our latest analysis shows how mutual fund distributions can significantly impact your real returns: ?? A case study of T. Rowe Price Blue Chip Growth Fund (TRBCX) revealed a single distribution creating a $3,382 tax liability on just 1,000 shares ?? Even "tax-efficient" dividend funds like VDIGX generated substantial capital gains distributions last year ?? Most mutual funds have October fiscal year-ends with distributions coming in December, but planning should start NOW At Alphathena, we're helping advisors implement systematic tax-loss harvesting strategies that can offset these distributions while maintaining strategic portfolio alignment. Our platform makes it easy to: ? Target contrarian sectors for harvesting opportunities ? Implement dollar-cost averaging for optimal tax lot positioning ? Set correction triggers to capitalize on market volatility ? Optimize tax lot selection beyond basic FIFO methods ? Seamlessly transition to more tax-efficient investment vehicles Read our full analysis to see how proactive tax planning can preserve more of your clients' returns: https://lnkd.in/g6ThXdbQ #WealthManagement #TaxPlanning #FinancialAdvisors #InvestmentStrategy #DirectIndexing #TaxLossHarvesting

?? Big news, advisors! We just dropped something game-changing—the Alphathena Education Center! ?? Whether you're looking to sharpen your skills, stay ahead of industry trends, or just nerd out on next-level investment strategies, we’ve got you covered. Think bite-sized insights, expert takes, and practical tools you can actually use. No fluff, just the good stuff. Ready to level up? Check it out ?? https://lnkd.in/gTAr2uEb

?? AI is transforming wealth management—are you leveraging its full potential? Tax-loss harvesting is a valuable tool for reducing tax liabilities, but traditional methods are often time-consuming, complex, and inefficient. AI is making waves in this space by enhancing data-driven insights, optimizing decision-making, and improving automation. A recent article explores how AI is helping advisors and investors navigate tax-loss harvesting more efficiently. Read more here: https://lnkd.in/gKuNTrxG At Alphathena, we don’t just talk about AI—we integrate it to empower advisors. ?? AI-Agent Index & Model Creator – Helps advisors discover custom indexes and models tailored to their clients’ needs. ?? AI-Agent Account Support – Answers account questions and delivers actionable portfolio insights. ?? AI-Agent Activity Summary – Tracks portfolio changes, reports key performance metrics, and summarizes advisor actions. While Alphathena automates tax-loss harvesting, our AI-powered solutions provide advisors with critical insights to enhance decision-making, optimize portfolios, and elevate their practice. Unlock the power of AI with Alphathena and stay ahead in an evolving financial landscape. ?? Ready to enhance your advisory practice? Let’s talk. #Alphathena #AIForAdvisors #TaxLossHarvesting #FinTech #WealthManagement #SmartInvesting

Ready for day 2 at #T32025. Swing by Alphathena booth to check out how you can deploy Direct Indexing to differentiate your practice! Thanks Joel Bruckenstein and the T3 team for having us!

?? Blaze Portfolio is shutting down—now what? Change can be stressful, but it’s also an opportunity to upgrade. We make transitioning easy, giving you smarter trading, better rebalancing, and tax-efficient strategies. Let’s chat! ?? https://lnkd.in/gHs38A9F #FinancialAdvisors #FinTech