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.
Understand key figures with visualization tools
Visme isn’t your average design tool, it delivers AI-powered tools and content built for the pace, pressure, and partnership demands of the game.
- Make easier, faster decisions by building out flowcharts, charts, graphs, and tables.
- Use over 30 data widgets to present your data.
- Add unique graphics and 3D characters to boost memory retention and engagement.
- Import data from Excel or CSV files in seconds or sync live with Google Sheets.
Make compliance easy
Visme isn’t your average design tool, it delivers AI-powered tools and content built for the pace, pressure, and partnership demands of the game.
- Get real-time feedback with commenting, markup editing, and notifications on replies.
- Stay on top of compliance by updating text across several resources from a single location.
- Control which team members can edit/view designs in the workspace; require project approval before publication.
- Upload assets, then export in whatever format you need: editable PPTx, interactive HTML5, video, and more.
Everything you need to create faster and scale better
An all-in-one brand and engagement suite
Save time, resources, and costs with a single platform for reports, graphs, charts, videos, and everything in between. Plus level up your content production with tons of features and updates every month.
Data visualization
Present your data in a visual way with compelling data widgets.
Stock Library
Add thousands of vectors/icons, 5+ million stock photos, and 2+ million stock videos.
Templates
Browse through 1000s of easily customizable templates.
Brand Wizard
Set up your logo, brand colors, and fonts and create unified assets.
Dynamic Fields
Automatically insert key, personalized details wherever you need.
Scaled Updates
Update key visuals and text from a single place.
Built-in Analytics
Understand performance at a glance with key metrics.
Cloud Storage
Your business data is always protected and you can access Visme from any device at any time.
User & Asset Management
Get instant visibility over what compliance & what your team is working on.
Privacy Controls
Lock individual elements, folders, or even entire presentation slides.
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.