Independent Investment Research & Equity Analysis

The 7-5-3-1 rule is not a universal industry standard, but it is often used as a shorthand framework for thinking about investing discipline, diversification, or staged decision-making. Because meanings vary by source, advisers should explain the specific version they use, the assumptions behind it, and how it relates to time horizon, risk tolerance, portfolio construction, or client education.

Independent investment research is analysis produced without being tied to selling a specific fund, security, or product. Scatterplot provides investment-related information through charts, market commentary, and visual explanations designed to support adviser-client conversations. The goal is to make market data easier to understand, while leaving suitability, recommendations, and portfolio decisions to qualified professionals and their clients.

Scatterplot is built for wealth managers, financial advisers, and investment professionals who regularly explain markets, portfolios, economic trends, and equity themes to clients. The platform helps users reduce preparation time by offering a library of expertly crafted, daily-updated visuals, branded slide templates, and guided talking points that can support clearer, more consistent client communication.

Scatterplot charts and visualizations are generally updated daily using the most recent data available from third-party sources. Some data series update weekly, monthly, quarterly, or on another schedule, depending on the release timing of the underlying provider. This structure helps advisers access timely visuals while maintaining consistency with the way market and economic data is published.

Yes. Scatterplot is designed to keep adviser presentations on brand. Users can customize slides with their logo, colors, and disclosures, helping maintain consistency across decks. This is especially useful for firms that want polished, modern, credible materials without rebuilding charts manually or reformatting visuals before every client meeting.

The Scatterplot Analytics Platform includes access to a dynamic library of investment visuals, branded slide customization, guided talking points, deck creation tools, and presentation or PDF download options. The subscription is listed at $99 per month and includes a 7-day free trial. Subscriptions renew automatically unless canceled according to the platform’s terms.

Scatterplot provides independent research and investment-related information, including charts, commentary, visuals, and talking points. It is designed to support communication and education, not to replace individualized financial advice. Advisers using the platform remain responsible for determining what is appropriate for each client based on objectives, risk tolerance, time horizon, and regulatory obligations.

Scatterplot reduces the manual work involved in finding data, building charts, formatting slides, and preparing discussion notes. Advisers can choose from a library of templates, add visuals to decks, and access automatically updated charts. This helps shift time away from production tasks and toward higher-value client conversations backed by clear market visuals.