Index Matrix App

The Index Matrix App

The Index Matrix App is a powerful educational tool for one-on-one (computer or tablet) or group presentations (large format screens and webcasts). Want a better look? View our browser-based demo video on the right.
How It Works

For 23 US equity and fixed-income indexes:​

The Big Picture

The Index Matrix App’s heatmap visualization helps advisors direct their clients’ focus away from solely numbers to more impactful long-term trends.

The index returns are show in shades of green (positive) and red (negative), with the highest highs shaded in deep green and the lowest lows shaded in deep red. We refer to the diagonal (year-to-year returns) as the “barbed-wire fence of investing.”

This helps financial advisors communicate to clients that if they can persevere through the tough times in the market, they’ll have the opportunity to enjoy the “greener pastures” the stock market has to offer over time.

After Inflation

The Index Matrix App comes equipped with a feature that allows you to show the before-and-after effects of inflation on the time value of money.

Highlight Time Periods

Zoom in on events like the 1973-1974 market decline, the “Dot-com Crash,” and the “Global Financial Crisis” to show the eventual market rebound and reiterate the importance of staying invested for the long term.

Use the “Highlight Year Range” feature to demonstrate the difference in investment outcomes over 1-5 years, 6-10 years, and 11-15 years from any starting year. This helps align client and prospect investment time horizons with past market risk and return.

Compare Asset Classes

Over the long term, you’ll see that expected returns will be higher if you tilt toward small cap and value. 

This reinforces the benefits of asset class diversification in meeting client objectives and expectations.

Show Details and Comparisons

Choose from 23 different indices from the drop-down menu and use the “Highlight Year” function to adjust your time frame.

Prepare the Next Generation of Financial Advisors for Success

Financial planning courses and software can help younger advisors build the foundation of a financial plan for clients. But those programs do not allow one to leverage key investment principles to make decisions and recommendations — and most entry-level advisors haven’t received the education they need to speak about market history confidently.

InteractFA’s tools allow advisors to provide their next-gen team members with hands-on learning experience in the central tenets of a research-driven investment approach. Using our tools, advisors will be able to better communicate the benefits of this approach over active investment management and market timing, and reassure clients with confidence.

Get unlimited access to the Index Matrix App plus two powerful Investment Posters and participate in the Advisor Forum.

Only $295/year (per user)*

*Volume discounts available on request.