Description
🖼️ Tool Name:
Alphathena
🔖 Tool Category:
AI-powered investment portfolio optimization platform; it falls under the category of Finance, Forecasting & Dashboards, Forecasting & Applied ML, and Analytics & Dashboards.
✏️ What does this tool offer?
Alphathena is an AI-driven platform that allows investment advisors, asset managers, and financial institutions to create customized portfolios using machine learning.
It automates model portfolio construction, optimization, and rebalancing while integrating ESG factors, risk profiles, and market conditions.
⭐ What does the tool actually deliver based on user experience?
• AI-optimized custom portfolios
• Automated rebalancing recommendations
• ESG integration and scoring
• Smart factor- and theme-based portfolio creation
• Backtesting tools and scenario analysis
• Real-time market and risk analytics
• Advisor dashboards with client insights
• Robust portfolio comparison tools
• Compliance-ready portfolio documentation
• Integration with custodians and wealth platforms
🤖 Does it include automation?
Yes — Alphathena includes strong automation features:
• Automated portfolio optimization using ML
• Auto-generated rebalancing signals
• Automated ESG scoring integration
• Auto-updated analytics dashboards
• Automated factor/sector allocation adjustments
• Continuous data ingestion from market sources
• Automated reporting for advisors and clients
💰 Pricing Model:
Enterprise subscription (B2B wealth management model)
🆓 Free Plan Details:
• No free plan
• Demo access available
• Trial environment for institutions
💳 Paid Plan Details:
• Full AI portfolio optimization tools
• Advisor dashboards & reporting
• Custodian/CRM integrations
• ESG and factor modeling
• Multi-account portfolio management
• Enterprise support and onboarding
• Custom SLAs for financial institutions
🧭 Access Method:
• Web Platform
• API integrations
• Integrates with custodians, CRMs, and portfolio systems
• Cloud-based enterprise deployment
🔗 Experience Link: