Alphathena Brings Institutional-Grade Long/Short Direct Indexing to Advisors
Summary
Alphathena has launched Long/Short Leveraged Direct Indexing for financial advisors. The new capability adds long/short strategies, leverage options, and automated workflows to its direct indexing platform. Advisors can use it with Schwab, Fidelity, and Interactive Brokers margin accounts without extra fees or setup. The product aims to improve tax-loss harvesting, portfolio personalization, and factor tilts while keeping advisors in control. Alphathena also released a white paper explaining the framework behind the strategy.
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Fintech & Banking
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SaaS
WealthTech
FinTech Software
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Alphathena
$1M to $5M