Design Like a Trusted Advisor Create with Branded Templates
Why Firms Choose Visme
- Data Visualization with Confidence: Turn performance and allocation data into clear visuals that clients actually understand.
- Keep Every Report On Brand: Lock in firm colors, fonts, and disclosures so every advisor presentation reflects your brand standards and builds lasting client trust.
- Empower Every Advisor: Equip client-facing teams with easy-to-use tools to create polished, professional materials without waiting on design support.
- Stay Compliant by Design: Use locked templates, approval workflows, and version control to reduce compliance risk and streamline audit preparation.
- Work Smarter Across Teams: Centralize templates and automate firm-wide updates so your advisors spend less time editing and more time building client relationships.
- Connect Seamlessly with Your Systems: Integrate Visme with Salesforce, portfolio dashboards, and your team's software for a smooth, secure data workflow and export flexibility.
What You Can Create
Create Compliant, Client-Ready Content Instantly
Frequently Asked Questions (FAQs)
Visme is a secure, all-in-one design platform that helps wealth management teams create branded, compliant client materials. Firms use it to design reports, proposals, and presentations that visualize data clearly, maintain brand consistency, and meet compliance standards without relying on designers.
Teams can build compliant-ready content in minutes using pre-built templates, drag-and-drop design tools, and AI features that accelerate layout, copy, and data visualization.
Yes. Advisors, legal and marketing and sales can all work in the same deck, leave comments, assign tasks, and finalize content together, no version chaos, endless email chains or Slack chasing.
Absolutely. Your brand kit and templates are locked down, ensuring every client pitch, financial report, or document represents the brand correctly for every partner.
Export in the format that fits your workflow: interactive share links with analytics, downloadable PDFs, PPTX, MP4, JPG, or embeddable content that fits digital screens and partner portals.
Yes. With permissions, password protection, and encrypted data, your sponsorship information and partner agreements stay confidential and protected.
You get onboarding, templates tailored to your needs, and ongoing success support, so your team quickly builds assets that help sell more, promote the team and retain partners.
With interactive elements like clickable tables of content, video, hotspots, and live stats, teams can bring complex data and reports to live while keeping readers engaged.
Yes. Visme is made for designers and non-designers alike so that anyone from advisors, marketing, partnerships, sales, and operations can design polished visuals without advanced skills.
Client proposals, financial strategy recaps, training materials, media kits, webinar and conference slides, digital signage, and social content.
By cutting design wait-times. Templates, AI, and centralized branding let teams produce compliant-ready materials instantly, so you never miss a renewal moment.