Daily-refreshed chart feature page for Advisers

Scatterplot provides daily-refreshed market and economic charts designed for wealth managers, financial advisers, and investment professionals. Charts are generally updated using the most recent available third-party data, while some series follow weekly, monthly, quarterly, or other release schedules. The platform turns those updates into branded, client-ready visuals with guided talking points for clearer conversations.

The daily-refreshed chart feature is a dynamic library of investment visuals that keeps market and economic charts current without requiring advisers to manually rebuild slides. Users can choose templates, add charts to decks, apply branding, and present or download finished materials. It is designed to make timely market communication easier and more consistent.

Scatterplot is built for wealth managers, financial advisers, and investment professionals who regularly explain market trends, portfolio context, or economic developments to clients. The platform is especially useful for teams that want polished visuals, reliable talking points, and branded presentation materials without spending hours sourcing data and formatting decks.

Charts and visualizations are generally updated on a daily basis using the most recent data available from third-party sources. Certain data series may update on weekly, monthly, quarterly, or other schedules, depending on the release cadence of the underlying data provider. This helps advisers work from timely visuals while respecting official data availability.

Yes. Scatterplot supports customized slides with your logo, brand colors, and disclosures. This helps maintain consistency across client presentations and keeps decks looking modern, credible, and aligned with your firm’s communication standards. Branded templates also reduce repetitive formatting work when preparing recurring market updates.

Yes. Scatterplot includes guided talking points that help advisers explain the key message behind each visual. These notes are designed to support client conversations, simplify complex investment concepts, and give advisers a clearer narrative when discussing market movement, economic data, sector leadership, or portfolio context.

Scatterplot’s Analytics Platform is listed at $99 per month and includes a 7-day free trial. Subscription fees are billed in advance and renew automatically unless canceled. If a subscription is canceled before the end of the current billing cycle, access continues until the subscription period expires, with no prorated refund except as required by law.

Yes. Users can create and manage multiple investment decks, add selected visuals from the template library, and use automatically updated materials when preparing for client conversations. Decks can be downloaded as PDFs or presented directly from the platform, giving advisers flexibility for meetings, reviews, and ongoing market commentary.