Turn Complex Financial Data into Client Clarity
Why Data Visualization Matters
- Simplify performance conversations: Visual charts turn data into insight faster than spreadsheets.
- Make comparisons easy: Show returns vs. benchmarks with color-coded charts and graphs that tell the story instantly.
- Highlight progress: Use charts to showcase growth, timelines, and allocation changes that stay on track.
- Support compliance: Add disclosures and audit notes directly inside your visuals for peace of mind.
How Visme Helps You Tell
the Story
- Import Live Data: Connect Excel or Google Sheets so your visuals always stay up to date automatically.
- Use Smart Widgets: Create line charts, progress indicators, and visual dashboards that reveal real trends.
- Customize Branding: Apply your firm’s exact colors, typography, and logos across every visual asset.
- Add Interactivity & Animation: Engage clients with motion, hover effects, and animated data flows that make insights easier to grasp and remember.
- Export Securely: Download encrypted files or share password-protected links to ensure client data stays confidential.
What You Can Create
Engage your team easily
- Access over 30 easily customizable data widgets to present key information beautifully.
- Use templates for charts, tables, and graphs to save time when presenting large data sets.
- Create drag-and-drop diagrams in seconds to make complex connections simple.
- Add unique, customizable 3D characters to boost engagement and information retention.
Integrate key data seamlessly
- Integrate with Tableau and PowerBI to keep your data in one place.
- Edit assets (including diagrams) without rebuilding them from scratch.
- Upload your data as an Excel or CSV file to populate charts or pull live data from Google Sheets or Excel Online.
- Access a flexible platform that offers new updates every month.
Collaborate in a single platform
- Help stakeholders understand what the data is saying with an all-in-one content platform.
- Update key details in several places at once with scaled updating.
- Get real-time feedback with commenting, markup editing, and automatic notifications on replies.
- Retain control over who can edit/view designs & share them with your audience when they’re perfect!
Transform Raw Data into Beautiful Visual Content
Ready to Transform Data into Insights That Win Clients?
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.