Enterprise-grade after-tax performance analytics for institutional investors. Process 50,000+ portfolios with precision, compliance, and speed.
Comprehensive after-tax analytics that meet the most demanding regulatory and compliance requirements
Calculate portfolio TWR using Modified Dietz or exact methodology. Full compliance with CFA Institute performance measurement standards.
Pre-liquidation and post-liquidation after-tax returns. Understand the true impact of taxation on portfolio performance.
Measure the value added through tax-efficient investment strategies. Compare after-tax returns against benchmarks.
Granular performance attribution by asset class, sector, geography, or custom segments. Multi-level analysis capabilities.
Support for FIFO, LIFO, HIFO, and specific lot identification methods. Full realized and unrealized gain tracking.
CSV/TXT file imports, Snowflake connectivity, and market data APIs. Seamless integration with your existing systems.
Customizable PDF reports with your firm branding. Interactive digital dashboards for real-time insights.
Complete API access for programmatic data retrieval, portfolio management, and report generation.
Process 50,000 portfolios with 100 positions each in under 60 minutes. Cloud-native architecture for unlimited growth.
Industry-leading security and regulatory compliance for institutional investors
Full alignment with after-tax performance standards
Global Investment Performance Standards adherence
Enterprise-grade security audited annually
Military-grade data encryption at rest
Full audit trail and documentation
TOTP and SMS-based authentication
Flexible pricing designed to grow with your firm
Perfect for boutique firms and RIAs getting started
For growing wealth management firms
For institutional asset managers at scale
Join leading RIAs, family offices, and wealth managers using TaxAlpha IQ
Schedule a personalized demo with our performance analytics specialists. We'll walk you through the platform, discuss your specific requirements, and show you how TaxAlpha IQ can transform your after-tax performance reporting.
sales@taxalphaiq.com
+1 (555) 123-4567
Monday - Friday: 9am - 6pm EST