IXINDYXQUANT
For solo & small RIAs · 1–10 advisors

The tax-accurate workspace your clients can audit.

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.

Replaces 3–4 subscriptions · typical stack $4,000–7,000/yr → from $199/mo

eventBook a 15-minute demo visibilityExplore the live demo — no signup Run the free Tax X-Ray
Founding advisors
First 10 firms: 50% off for life + direct line to the builder.
You get white-glove onboarding and roadmap influence; we get honest feedback. That's the deal.
10 seats · limited
What you actually get

Three things advisors pay three vendors for.

No enterprise minimums, no implementation fees, no per-account pricing games. Import a CSV and be working the same afternoon.

savings

Tax engine

The reason to switch. Lot-accurate, penny-exact, verified nightly.

  • Lot-level TLH with harvestable-loss ranking
  • Wash-sale detection across every account
  • Replacement-ETF suggestions that stay compliant
  • FIFO / average-cost basis, year-end reports
  • 50-state + federal bracket simulation
receipt_long

AUM billing

Fee schedules to invoices without a spreadsheet in between.

  • Tiered / flat / blended fee schedules
  • Prorated to the penny on flows
  • Invoice PDFs with full calculation trail
  • Per-client, per-account attribution
description

Client reporting

Reports a client can question and you can defend.

  • Performance vs benchmark, TWR-based
  • Statement PDFs + Excel exports everywhere
  • Dividend safety & income projections
  • Risk analytics: drawdown, VaR, factor views
The math

Replace the stack, keep the capability.

CapabilityTypical costINDYXQUANT
Tax planning softwarelot tracking, TLH, wash-sale checks$1,500–3,000/yrincluded
Portfolio analytics & reportingperformance, risk, client statements$1,200–2,400/yrincluded
Billing toolfee schedules, prorated invoices$600–1,200/yrincluded
Market data & researchquotes, fundamentals, screeners$300–1,200/yrincluded
Total$3,600–7,800/yrfrom $2,388/yr

Typical-cost ranges reflect published list pricing for common single-purpose advisor tools as of 2026. Founding advisors pay half of our list price, for life.

Why trust a small vendor

Built accuracy-first, and honest about the rest.

Numbers you can verify

Valuation reconciles penny-exact against independent recomputation on every release. Every metric on every page states its method and period basis. We publish what's estimated vs. filed.

Your data stays yours

AES-256 at rest and in transit, 2FA, strict per-user scoping enforced at the database layer. Export everything to CSV or Excel anytime — no lock-in by hostage-taking.

What we are not (yet)

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.

Bring one messy client portfolio to the demo.

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 an afternoon a month, don't buy it.

eventBook a demo Explore the live demo Try the Tax X-Ray first