Custom-branded chart library for Advisers

A custom-branded chart library is a collection of market and economic visuals that can be customized with your firm’s logo, colors, and disclosures. Scatterplot turns investment data into polished, client-ready slides, so advisers can explain market themes more clearly without spending hours building charts, formatting presentations, or manually updating recurring materials.

Scatterplot is built for wealth managers, financial advisers, and investment professionals who regularly communicate market insights to clients. It is especially useful for advisers who prepare portfolio reviews, market updates, client education materials, or prospect presentations and want data-centric visuals that are branded, current, and easy to discuss in meetings.

Scatterplot charts are generally updated on a daily basis using the most recent data available from third-party sources. Some data series follow the release schedule of the underlying provider, so they may update weekly, monthly, quarterly, or on another periodic cadence. This helps keep decks current without requiring manual chart rebuilding.

Yes. Scatterplot is designed to deliver customized slides with your logo, colors, and disclosures. This helps your client materials maintain a consistent, professional look across decks while still using expertly crafted market visuals. The platform is built so advisers can present insights that feel aligned with their own firm’s brand identity.

Yes. After selecting and organizing charts into a deck, you can download the presentation as a PDF or present directly from the platform. This flexibility supports different meeting formats, whether you are preparing a shareable client handout, building a review deck, or walking through market visuals live during a client conversation.

Yes. Scatterplot includes guided talking points designed to support clearer client discussions. These notes help advisers explain what each visual is showing, why it matters, and how it may connect to broader market conditions. The goal is to make investment concepts easier to communicate without turning every meeting into a data-heavy presentation.

The Scatterplot Analytics Platform is listed at $99 per month and includes a 7-day free trial. Subscription fees are billed in advance and automatically renew for the same period originally selected unless canceled. Fees are non-refundable except where required by applicable law, and cancellations do not create prorated refunds for unused billing periods.

If you cancel before the end of your current billing cycle, your subscription will not renew for the next period. You retain access to Scatterplot until the current subscription period expires. Because fees are billed in advance, cancellations do not result in a prorated refund for unused time, except where required by applicable law.