Lot-level tax-loss harvesting with wash-sale protection across accounts, AUM billing with prorated invoices, and client-ready reporting: one workspace, built for firms where the advisor still answers the phone.
One workspace in place of separate tax, reporting, billing and research tools · free
No enterprise minimums, no implementation fees, no per-account pricing games. Import a CSV and be working the same afternoon.
The reason to switch. Lot-accurate and penny-exact.
Fee schedules to invoices without a spreadsheet in between.
Reports a client can question and you can defend.
Each row is usually a separate single-purpose product. INDYXQUANT is free.
An automated money-correctness test checks portfolio value and cost basis to the penny against an independent recomputation. Estimated and modeled values carry EST / MODELED badges, separate from filed and live data.
TLS in transit, AES-256 for sensitive fields (client contact details, account numbers) in the database, optional 2FA, and every portfolio and client query scoped to your account. Export everything to CSV or Excel anytime, no lock-in.
Not a custodian, no SOC 2 audit yet, no 500-person support team. You get the builder's direct line instead. If you need enterprise procurement boxes ticked today, we're not your vendor, yet.
15 minutes. We'll import it live, show the harvestable losses with wash-sale checks, and generate the billing invoice. If it doesn't save you time, don't use it.
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