Mohan Naidu, Founder and CEO of Alphathena, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss Alphathena’s differentiated approach to direct indexing for advisors.
Alphathena’s platform is designed to put the power back in advisors’ hands by delivering true in-house portfolio customization and real-time performance tracking at scale. Advisors can tailor any index or ETF to align with an investor’s specific goals, values, or risk tolerance, while also managing tax-loss harvesting, trading, and rebalancing—all in one streamlined solution.
Unlike many direct indexing platforms that rely on third-party outsourcing, Alphathena gives advisors full control of the investment process, enabling them to deliver more personalized service and build stronger client relationships.
To learn more, visit Alphathena.com