Explaining complex financial concepts to worried investors doesn't have to be hard.
FIND OUT WHY ALL OF THESE GREAT COMPANIES HAVE CHOSEN US AS THEIR SOLUTION
Boost Engagement
Our financial charts, graphics, and FINRA-reviewed presentation materials are branded and backed by Morningstar data. Financial Services Providers, Broker-Dealers, and Advisors use the Educated Investor to:
Increase AUM and client referrals
Enhance client retention and satisfaction
Boost engagement with FINRA-reviewed content
Differentiate their practice in a crowded market
- Investing in a High-Interest Rate Environment
- Portfolio of Diversification and Performance
- Downturns & Recoveries
- Risk & Volatility
- Investing for Retirement, and much more!
The “NOW YOU’RE MARKETING WITH (INCREDIBLY DANGEROUS) POWER” Course:
Q
Frequently Asked Questions
Q
Q
A
A
A
Provide information from a trusted source to enhance a marketing program by licensing reputable and objective Morningstar Financial Fitness content.
The Enrich Platform iis our solution to generating more educated investors.
© 2024 iGrad, LLC. All Rights Reserved. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.
Investors face a complex mix of opportunities and challenges in today's evolving economic landscape. With easing monetary policy and reduced inflation, the market dynamics are shifting.
Financial service providers use our FINRA-reviewed financial presentations and charts to educate clients on market downturns, recoveries, and the concept of long-term vision and planning, giving them the confidence to stay invested in stable or turbulent markets.
Professionally Designed Static and Interactive
Financial Charts & Presentations
Enterprise Licensing Includes:
Ability to tailor charts to match your brand and messaging, including co-branding and re-branding.
Choose from print or electronic formats to reach your audience where they are.
Access to the entire library of over 200 images and 18 FINRA-reviewed presentations.
The ability to focus on the metrics that matter, hiding elements you don't need.
Interactive data, customized and updated in real-time.
Customizing outlooks with different portfolio mixes and rebasing to time periods.
The option to save and send images and snapshots of portfolio performance.
Morningstar Financial Presentations & Graphics
The U.S. Morningstar Andex Chart provides a historical perspective of market downturns and recoveries.
Available in Print or Digital formats. Enterprise licensing is available to co-brand handouts and wall charts.
U.S. Morningstar® Andex® Chart
Learn more about how the Enrich platform can help you attract, build, and cultivate deeper relationships with your clients.
Brokers, advisors, individual investors, and industry leaders recognize Morningstar and iGrad's Educated Investor as an independent and objective source of investment information and investor education.
Explaining complex financial concepts to worried investors doesn't have to be hard.
Investors face a complex mix of opportunities and challenges in today's evolving economic landscape. With easing monetary policy and reduced inflation, the market dynamics are shifting.
Financial Service Providers use our FINRA-Compliant Financial Presentations and Charts to educate clients on market downturns, recoveries, and the concept of long-term vision and planning, giving them the confidence to stay invested in stable or turbulent markets.
Our financial charts, graphics, and FINRA-reviewed presentation materials are branded and backed by Morningstar data.
Financial services providers, Broker-Dealers, and Advisors use the Educated Investor to:
Increase AUM and client referrals
Enhance client retention and satisfaction
Boost engagement with FINRA-reviewed content
Differentiate their practice in a crowded market
Brokers, advisors, individual investors, and industry leaders recognize Morningstar and the Financial Fitness Group as an independent and objective source of investment information and investor education.
What’s Included?
Professionally designed charts and presentations backed by Morningstar’s data and research.
Extensive co-branding and re-branding options.
Flexible licensing available— Choose from print or electronic formats to reach your audience where they are.
US and Canadian data available
U.S. Andex® Chart
Morningstar Financial Presentations & Graphics
A Historical Perspective of Market
Downturns and Recoveries
Available in Print or Digital formats. Enterprise licensing is available to co-brand handouts and wall charts. Flexible distribution offerings. Order more. Save more.
- Investing in a High-Interest Rate Environment
- Portfolio of Diversification and Performance
- Downturns & Recoveries
- Risk & Volatility
- Investing for Retirement, and much more!
Interested in learning more?
The Enrich Financial Wellness platform is our solution to generating more educated investors. Users of this powerful e-learning solution consistently demonstrate significant improvement in their financial knowledge, attitudes, and behaviors, leading to more confident and engaged investors.
Users of this powerful e-learning solution consistently demonstrate significant improvement in their financial knowledge.
Individual Advisors purchase your pre-printed wall chart here
For large enterprise licensing options submit a form
Ibbotson® SBBI®
Individual Advisors can buy a digital license to share via email or teleconference with clients
For Enterprise Licensing options, please submit a form.
For Individual Advisor Licensing options, visit our online store.
Ibbotson® SBBI
For Enterprise Licensing Schedule a Demo
Individual Advisors Visit our Online Store
Interested in the Canadian Andex® Chart? For Enterprise Licensing, submit a form. For individual advisor options, please click here.
*Please note, we do not sell pre-printed posters of the Ibbotson SBBI. We only offer printing options through an enterprise license.
Individual Advisor Licensing
Enterprise Licensing
Enterprise Licensing
Individual Advisor Licensing
Reviewed by FINRA. SEC IA Rule and ADA Compliant!
The Ibbotson® SBBI Has Been Updated Through 12/31/2023 to Reflect The Current Market
The SBBI (Stocks, Bonds, Bills, and Inflation) is a premium image available through our Financial Resources Library. Key highlights include:
History of major asset classes since 1926
Key historic events provide context for asset class movement Also known as "Growth of $1"
Demonstrates the importance of staying invested.
Andex Handout (booklet) Print-Ready PDF File
The Ibbotson SBBI reflects a 97-year examination of past capital market returns and provides historical insight into the performance characteristics of various asset classes. This graph illustrates the hypothetical growth of inflation and a $1 investment in four traditional asset classes from January 1, 1926, through December 31, 2023.
The SBBI (Stocks, Bonds, Bills, and Inflation) is a premium image available through our Financial Communications Library. Key highlights include:
History of major asset classes since 1926
Key historical events provide context for asset class movement. Also known as "Growth of $1."
Demonstrates the importance of staying invested.
The U.S. Morningstar® Andex® Handout is a 4-page booklet. It includes a cover page that folds open to an 11x19 size Andex chart and a backside financial graphic of the Past 30 Years. The purchase of one print license allows each advisor to print up to 25 handouts at a local printer (i.e., Kinkos). You may select at checkout to purchase more than one print license to print more than 25 copies of the handout (i.e., 50 copies = 2 licenses, 75 copies = 3 licenses, etc.). Need only one handout for personal use? email sales@financialfitnessgroup.com.
