Alphathena is a next-generation direct indexing platform built to help advisors deliver personalized, tax-efficient portfolios at scale. Designed for modern RIAs and wealth managers, Alphathena automates household-level rebalancing, tax-loss harvesting, and the management of concentrated positions—without subadvisory handoffs or repapering. The platform integrates directly with Schwab, Fidelity, and Interactive Brokers, enabling a seamless workflow from onboarding through ongoing management. Built by a team from Vanguard, MSCI, Bloomberg, PwC and Oppenheimer, Alphathena empowers firms to scale personalization, manage tax exposures, and transition legacy holdings with greater control, flexibility, and transparency.