Set your price once. Price every market intelligently.
The operating system for personalized portfolio management
Stage
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Founded
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Based in
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US
Pricing model
Freemium
Contact for pricing
Pricing
Not given
Platform 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
Key features
Pricing recommendations based on World Bank PPP data and local price levels
Strategy presets: Conservative, Balanced, and Growth dampening options
Drift detection alerts when currencies move away from your strategy
Dry run preview before publishing any price changes
Read-back verification confirms each price change published to the store
Pricing matrix showing every market and plan with filtering and bulk editing
Protected markets: lock specific markets, plans, or regions from changes
Full price history with approvals, economic data, and calculations
Covers 170+ Google Play markets in pricing recommendations
Plan relationship validation to maintain pricing hierarchies
Over 2,000 benchmarks to track
Integration with Schwab, Fidelity, Clearstreet, Interactive Brokers, and Orion
Onboarding completed in as little as one week
What makes it different
Pricing recommendations grounded in purchasing power data, not currency conversion alone
Every recommendation shows its inputs and reasoning for review before publishing
Safety-first publishing with dry runs, idempotent writes, and read-back verification
Nothing publishes automatically; all changes require explicit user approval
Pricing includes all 170+ markets; no per-market or per-product charges
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
Paywall Parity
Alphathena