Designed to communicate stock market history and behavioral risk in more unique and powerful ways, the Index Matrix App helps you align client objectives with reasonable, long-term investment expectations.
The interactive tool helps you visually convey principles around stock market risk, return, and time horizon to your current and prospective clients.
These powerful images help clients focus on the long-term wealth-growing power of financial markets, avoid destructive market timing behavior, and understand asset class risk in ways they’ve never experienced before.
Each are presented in 36″ x 24″ wall posters.
Share your thoughts about the Index Matrix app, the posters and handouts, client experiences with these tools, or any topics relating to long-term investing in general and asset class investing in particular.
Deliver a tech-driven experience
An alternative to long PowerPoint decks, these tools helps client better understand (and even enjoy) learning about the markets.
Don’t waste time searching through investment material to illustrate key concepts. Offer the lessons you need with the click of a button.
Diversification is critical, patience is rewarded, market timing is destructive. You can actually show these principles in action with the Index Matrix App, posters, and handouts.
Benefit from over 90 years of stock market history
Our tool’s heat map visualization helps financial advisors direct their clients’ focus away from solely numbers to more meaningful, long-term trends.
Market history isn’t typically taught in Certified Financial Planner™ courses. Use our app to prep next-gen advisors for client interactions.
It’s not enough to tell your clients “this has happened before.” With InteractFA, you can actually show them.
*Volume discounts available on request.