Investment Portfolio Data Visualization Software

Investment portfolio data visualization software helps advisers translate market, economic, and portfolio data into charts, slides, and presentation materials clients can understand. Scatterplot focuses on client-ready investment visuals, combining updated data, modern slide design, firm branding, and guided talking points so wealth managers can prepare for meetings faster and explain complex concepts more clearly.

Scatterplot charts are generally updated daily using the most recent data available from third-party sources. Some data series update weekly, monthly, quarterly, or on another schedule based on the release timing of the underlying data provider. This helps advisers work from current visuals while maintaining consistency across recurring client presentations and market updates.

Yes. Scatterplot is designed to keep presentations consistently on brand. Slides can be customized with your logo, colors, and disclosures, helping your client materials look polished and aligned with your firm’s identity. This reduces the need to rebuild or reformat charts manually while supporting a modern, credible presentation experience.

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. All subscription fees are non-refundable except where required by applicable law, so users should review the subscription terms before continuing.

Yes. You can cancel before the end of your current billing cycle to prevent the next renewal. After cancellation, access continues until the subscription period expires. Cancellations do not result in a prorated refund for unused time in the billing cycle, except where a refund is required by applicable law.

Scatterplot helps advisers prepare by reducing the time spent sourcing data, building charts, formatting slides, and writing explanations. The platform provides branded, client-ready visuals and guided talking points so advisers can focus on meaningful discussion. This is especially useful for market reviews, portfolio conversations, economic updates, and explaining investment themes clearly.

Scatterplot provides independent research and investment-related information through its website and platform. The visuals, charts, and commentary are designed to support adviser communication, not replace professional judgment, client-specific suitability analysis, or regulated advice obligations. Advisers should use the materials within their own compliance framework and apply appropriate context for each client.

Yes. Scatterplot allows users to create and manage investment decks, then download them as PDFs or present directly from the platform. This gives advisers flexibility for in-person meetings, virtual reviews, or internal preparation. Because decks are built from branded templates and updated visuals, presentations remain consistent without extensive manual formatting.