Internal Research & Advisory Platform
Proprietary multi-model valuation framework with real-time momentum tracking, tax-efficient portfolio transition planning, and advisor strategy tools — built exclusively for DCM advisors and analysts.
Equity Research
Fair value models, technical scoring, and CAMP rankings across 1,500+ stocks
Portfolio Transition Planner
Tax-aware transition plans with sell/hold/keep recommendations
Advisor Strategy Calculator
Income-driven allocation with tax-efficient asset location optimization
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Internal Research & Advisory Platform
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DCM iQ is an internal research platform for Donaldson Capital Management, LLC. Access is restricted to authorized employees. Not for client distribution or third-party use.