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Alphathena vs QuickFax

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

Alphathena compared with QuickFax
DetailAlphathena logo AlphathenaQuickFax logo QuickFax
What it doesThe operating system for personalized portfolio management Send a fax online without a subscription or account setup
StageNot given Not given
FoundedNot given Not given
Based inUS US
Pricing modelContact for pricing Paid
PricingPlatform fee based on AUM tier plus basis points on direct indexing assets. A TAMP typically charges 30 to 50 basis points on all AUM it manages, while Alphathena's platform fee model means you pay for the technology and direct indexing assets, not a percentage of all assets you manage. No setup fee $1.50 per page, no subscription required
Key features
  • Over 2,000 benchmarks to track
  • Integration with Schwab, Fidelity, Clearstreet, Interactive Brokers, and Orion
  • Onboarding completed in as little as one week
  • Send faxes from computer, iPhone, Android, or tablet
  • Instant delivery confirmation via email
  • Support for PDF, DOC, DOCX, JPG, PNG, TIFF, and HEIC file formats
  • File upload up to 20MB
  • Real-time fax status monitoring
  • 256-bit AES encryption for uploaded files
  • No account creation required
  • Automatic file deletion after fax delivery
  • Take photos of documents on mobile to fax
What makes it different
  • Pure technology platform that keeps advisors in full control of investment decisions
  • No custodian switch required; clients' assets remain where they are
  • Agentic AI that generates actionable scenarios and handles complex workflows automatically
  • Powers over $10 billion in assets across advisory firms
  • Works alongside existing portfolio management systems without replacing them
  • No subscription or account setup required
  • Pay-per-page pricing at $1.50 per page
  • Works on any device without app installation
  • Trusted by thousands for government and legal documents
Free planNot given Not given
Open sourceNot given Not given
PlatformsNot given Not given
Public APINot given Not given
Community votes00
DR (Domain Rating by Ahrefs)32 +4 (up) since last check14 +12 (up) since last check
Trust Flow (Majestic)156
Citation Flow (Majestic)3119
Referring domains (Majestic)947

6 details filled in for both companies.

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