Automate Reporting, Maintain Precision and Scale Without Headcount
Automation & Impact Focus
- Advisors shouldn’t spend hours updating decks or reports.
- Departments shouldn’t manage five separate tools for one deliverable.
- Compliance shouldn’t recheck identical templates every quarter.
How Automation Works in Visme
- Reusable Templates: Build once and duplicate branded reports across advisors; replace only the data.
- Import Live Data: Link Sheets or CRM data so findings and performance updates automatically.
- Pre-Approved Content Blocks: Insert disclosures, disclaimers, and audit language in one click.
- Workflow Systems: Automate report creation, collaboration, and sign-offs, across all departments in one platform.
Enable your whole team to create
- Easily create a shared library of slides, assets, and materials so anyone on your team can access them.
- Use our brand wizard to create a library of customizable templates from your website.
- Be confident that content will fit your brand guidelines every time by limiting fonts, colors, & templates.
- Create together at the same time, and get feedback with commenting, markup editing, and reply threads.
Use a professional tool for greater visibility
- Get an instant look over all content that is due to go out and what’s in production.
- Ensure compliance by updating key information across all documents at once.
- Set different access levels across your team, allowing some users full control while others can only make limited updates, such as editing content without changing formatting.
- Understand your content’s impact with metrics such as total or unique views, and time spent on each page.
Streamline Your Team
Collaboration
Brainstorm, give feedback, and tackle opportunities in real time.
Precise communication
Avoid the back-and-forth as your team collaborates, comments, and goes from draft to final iteration.
Asset management
Store, organize, and search for what you need in one place.
Ready to Streamline Reports with Compliance & Confidence?
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.