Simplify & Enlighten.

Powerful perspectives. Better decisions.

An annual subscription ($295) includes:

The Index Matrix App

Unlimited online access for one-on-one discussions or group presentations.

Posters & Handouts

PDFs of investment posters and client/prospect handouts for printing or desktop/laptop viewing.. (Adobe Reader required)

Advisor Forum

Review or participate in online discussions with other like-minded financial advisors.

Your subscriptions allows unlimited online use of the Index Matrix app in any web browser.

Once subscribed, you can access PDFs for the posters and client handouts on the Investing Images page. These can be used on desktop and laptops computers for client presentations or printed and framed.

The Index Matrix App

A visually-powerful, interactive app covering 23 US equity and fixed-income indexes.

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.

Posters & Handouts

Unique investing images to help you tell stories and enforce core investing principles.

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.

Advisor Forum

ADVISOR COMMUNITY TO DISCUSS CLIENT INTERACTIONS, ASK QUESTIONS, AND MAKE SUGGESTIONS.

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.

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.

Train your advisory team

Market history isn’t typically taught in Certified Financial Planner™ courses. Use our app to prep next-gen advisors for client interactions.

Mitigate clients’ market anxiety

It’s not enough to tell your clients “this has happened before.” With InteractFA, you can actually show them.