Independent Research for Wealth Managers & Advisors

Scatterplot is an independent research and analytics platform for wealth managers, financial advisers, and investment professionals. It provides daily-updated market and economic charts, branded client-ready slides, and guided talking points. The goal is to help advisers communicate investment themes clearly while reducing the time spent gathering data, building charts, and formatting presentation decks.

Scatterplot is designed for wealth managers, financial advisers, and investment professionals who regularly explain market developments to clients. It is especially useful for advisory teams that prepare review meetings, investment updates, educational presentations, or market commentary and want consistent, branded visuals that are easy to understand and ready to present.

Scatterplot’s charts and visualizations are generally updated daily using the most recent available data from third-party sources. Some data series update weekly, monthly, quarterly, or on another schedule depending on the release calendar of the underlying provider. This helps advisers work with timely visuals without manually rebuilding charts.

Yes. Scatterplot allows users to create customized slides using their logo, colors, and disclosures. This helps advisory firms maintain a consistent presentation style across client decks. The platform is built to make investment concepts look polished and credible while still giving advisers materials that feel aligned with their own brand.

Scatterplot provides independent research and investment-related information, including charts, market visuals, and educational talking points. It is intended to support client communication and research workflows, not to replace an adviser’s judgment or serve as individualized investment advice. Advisers should apply their own analysis, compliance standards, and client-specific considerations.

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 unless canceled. If you cancel before the end of your billing cycle, you retain access until the subscription period expires.

Yes. Users can create and manage multiple investment decks within the platform. Advisers can choose from a library of templates, preview slides, add them to decks, and use automatically updated visuals. Decks can be downloaded as PDFs or presented directly from the platform, supporting different client meeting workflows.

The Plot is Scatterplot’s chart-driven market insights content, featuring articles and blog posts authored by Sanjeev Pati, CFA. It covers timely themes such as AI infrastructure, sector leadership, equity concentration, and diversification. The analytics platform, by contrast, is a subscription tool for creating branded, updated client presentation materials.