Keep Every Advisor On-Brand and Every Report Compliant
Your Branding & Compliance Challenges
- Every advisor creates their own decks and visuals, with little to no brand consistency.
- Marketing spends hours correcting fonts, layouts, which creates project delays.
- Compliance teams can’t track which version is approved before it goes live.
The Solution: Visme’s Governance & Branding Features
- Audit-Ready Version Control: Track every edit, timestamp, and asset owner automatically to ensure every presentation and report meets regulatory oversight.
- Centralized Brand Kit: Enforce brand standards automatically across all projects and store firm-approved colors, fonts, and logos in one location.
- AI-Branded Templates: Let advisors instantly generate AI-powered templates within pre-approved brand rules and frameworks.
- Approval Workflows & Collaboration: Manage reviews, track comments, and ensure only approved versions go live, giving compliance peace of mind across all teams.
- Brand Asset Management: Upload important assets, then export in whatever format you need: editable PPTx, interactive HTML5, video, and more.
We're serious about
security & service
We proactively protect your data and offer added security within Visme’s Enterprise plan. You can rely on Visme thanks to our impressive uptime so you can always get the job done, when you need it done.
SSO and 2FA
Set up single sign-on (SSO) or two-factor authentication (2FA) to secure your account (available with Visme Enterprise).
Data encryption
Visme secures data in transit for all users with HTTPS. We provide added protection at rest with AES-256 encryption for Enterprise plans, and use the TLS 1.3 protocol for security API connections.
99.98% uptime
With Visme’s nearly uninterrupted uptime, your data is available whenever you need it, minimizing the risk of disruptions to your workflow.
What You Can Create
Maintain a consistent, compliant experience
- Use the Brand Area to set up approved templates that meet guidelines; turn off access to the rest.
- Update slides, images, and text from a single location to easily meet requirements.
- Make pre-grouped design elements that your team can use instead of guessing what to put together.
- Create and control presentations, videos, images, printables, forms, and more.
But never lose control of your assets
- Enable non-designers to create with just the right amount of limits inside an intuitive solution with proper controls.
- Organize a collection of editable templates with key sections locked so your team can’t change them.
- Use Cloud storage to empower your team to create in one place and ensure they are always working on the latest versions.
- Give visual feedback on projects to improve efficiency and keep everyone on track.
Keep an eye on all created assets
- Assign different permission levels so some users can edit content, others can adjust formatting, while admins retain full control.
- Require members of the team to gain approval on their content before they can download or publish it.
- Use slide and project assignments to give members of your specific team tasks to focus on.
- Use the Audit Log to get full visibility on the work being done within your workspace.
Ready to Design Without Risk and Deliver Without Delays?
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.