14 days of full access to the advisor workspace. No payment method is required, and nothing is billed unless your firm chooses to subscribe.
DrawDownIQ is licensed to registered investment advisory firms and to licensed CPA firms, for use by their professionals on behalf of the firm's own clients. It is not sold to individuals. Your firm's CRD number or CPA licence is checked with the relevant regulator within one business day; access is withdrawn if it cannot be confirmed.
For CPA firms. DrawDownIQ is licensed to your firm as software, for use in the ordinary course of its tax and accounting practice. Index Gurus, Inc. is an investment adviser registered with the California Department of Financial Protection and Innovation; it is not an accounting firm, does not prepare returns, and does not provide tax advice. The tool models one year of federal income tax only; it does not model state tax, and its output is an illustration for the CPA's own professional judgment, not a tax position or a recommendation to buy or sell any security or take any distribution. The licence creates no investment advisory relationship between Index Gurus and your firm or your clients, and it does not authorise anyone to provide investment advice.