Prepare portfolios for uncertainty, not just performance.
As markets grow more complex and client questions more nuanced, advisors
need tools that explore scenarios, text assumptions, and defend
decisions across a range of possible outcomes. Artha helps you do that
without adding operational friction.
Benefits
Transform your portfolio management workflow with intelligent automation
and data-driven insights.
Automate portfolio construction with data-driven optimization
Personalize allocations to client goals, preferences, constraints
Ensure client suitability by constraining Nitrogen risk analytics
Reduce manual rebalancing to save time across your workflow
A modern platform to power your investment decisions
Bring together accounts, custodians, and risk preferences in one
intuitive interface.
Scenario Testing & Optimization Model outcomes, adjust constraints, and generate optimized custom portfolios instantly.
Unified Portfolio View See all client accounts in one place for clearer decision-making.
Rules-Based Rebalancing Automate updates and stay aligned with investment policies.
Already Using Nitrogen?
Connect your Nitrogen credentials to sync portfolios instantly. Use
Artha to optimize, rebalance, trade your accounts, and save
strategies, as part of the end-to-end workflow, while updates flow
back to Nitrogen automatically.
Empowering investors with advanced portfolio management
Registered Investment Advisors Customize workflows, optimize portfolios, and deliver personalized recommendations at scale.
Institutional Investors Access robust reporting and optimization tools for complex, multi-account portfolios.
Everything you need to manage portfolios with confidence
Build & Optimize Strategies Choose from flexible optimization methods designed to meet varied client needs.
Improve Tax Efficiency Model and implement tax-aware trades to help improve after-tax performance with our tax loss harvesting feature.
Monitor Drift & Risk Quickly spot accounts that drift from model portfolios or exceed client risk tolerance using Artha's real time alerts.