Direct Indexing & Personalization

Product Description

About this Product

AI enhanced Web & API Platform for Direct Indexing & Personalization:

  • Direct Index from 1000+ ETFs & 100+ factors including ESG
  • AI-enhanced workflow with optimization & realtime backtest
  • Full lifecycle management and direct custodial integration

About Alphathena

At Alphathena, we empower Advisors with the next generation of Web and API-based Personalization solutions using Direct Indexing, Tax Loss Harvesting and Tax Efficient Transitions. 

Our AI-enhanced platform enables personalized investment experiences across the entire Personalization lifecycle with customization across 1000+ ETFs and 100+ factors including ESG. Our advanced optimization solutions feature interactive scenario-based onboarding with realtime transition forecasting and planning, exposure-driven benchmark tracking, and seamless auto-rebalancing with tax loss harvesting. Our AI enhanced workflow and AdvisorGPT solutions enable realtime index discovery, generation, and auto-allocation using using fluid text. 

Our cloud-based platform integrates directly into your workflow with custodian-level connectivity, ensuring that assets never need to be transferred to third parties.

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Portfolio Management, Research & Analytics
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Daily Data Files
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API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.