Market Analysis Graphics & Visualization Tools

Turn complex market data into clear, client-ready visuals with Scatterplot’s dynamic library of investment charts, branded presentation decks, and guided talking points. Built for wealth managers, financial advisers, and investment professionals, the platform helps reduce prep time, explain market concepts confidently, and keep every client conversation supported by polished, data-driven insights.

Market analysis dashboard with branded investment charts

Our Market Analysis Graphics & Visualization Tools Services

Client-ready investment visuals, branded decks, and market insights built to simplify adviser communication.

Analytics Platform

Access a dynamic library of daily-updated market and economic charts designed for wealth managers who need polished, data-centric visuals ready for client conversations.

Branded Decks

Create presentation-ready investment decks customized with your logo, colors, and disclosures, helping every client meeting feel consistent, credible, and on brand.

Market Insights

Read chart-driven market commentary through The Plot, featuring independent research and visual analysis on investment trends, equity markets, and economic themes.

Adviser building a branded investment presentation deck

How Scatterplot Builds Better Presentations

Explore the Visual Insight Library

Start with a curated library of expertly crafted market and economic visuals. Charts are designed to make investment concepts easier to explain, giving advisers a stronger foundation for client education and portfolio conversations.

Select Slides for Your Message

Apply Your Brand Automatically

Use Guided Talking Points

Present or Download with Confidence

The Scatterplot Difference

Why Choose Scatterplot?

Scatterplot is built to make market communication easier, faster, and more credible.

Daily Updates

Market and economic visuals are refreshed regularly using current third-party data sources.

Always Branded

Slides reflect your logo, colors, and disclosures for consistent client-facing presentations.

Adviser Focused

Designed specifically for wealth managers, financial advisers, and investment professionals.

Clear Talking Points

Guided discussion notes help translate complex market data into client-friendly explanations.

Meet The Founder

Experienced investment analysis behind every Scatterplot visual.

Portrait of Sanjeev Pati, CFA, Founder of Scatterplot

Sanjeev Pati, CFA

Founder, Scatterplot

Sanjeev Pati, CFA, is the Founder of Scatterplot Analytics LLC, a platform dedicated to delivering daily-updated, client-ready investment visuals for wealth managers and financial advisers. With a deep background in investment analysis and financial data, Sanjeev built Scatterplot to solve a common challenge facing advisers: the hours spent sourcing market data, building charts, and polishing presentation decks. His expertise in data-driven communication and visual storytelling drives the platform's mission to help investment professionals engage clients with clarity and confidence. Sanjeev's CFA designation reflects his rigorous understanding of financial markets and his commitment to delivering credible, high-quality insights. Through Scatterplot, he empowers advisers to focus on what matters most — meaningful client conversations backed by expertly crafted, fully branded market visuals.

Frequently Asked Questions

What are the 7 steps of a marketing analysis?

The seven common steps are defining the objective, identifying the target market, collecting relevant data, analyzing competitors, evaluating market trends, interpreting customer or investor behavior, and presenting conclusions clearly. Scatterplot supports the presentation and communication side of analysis by turning market and economic data into branded, client-ready charts with guided talking points.

What are the 4 types of marketing analytics?

How should a market analysis look like?

Who is Scatterplot built for?

How often are Scatterplot charts updated?

Can I customize slides with my firm’s branding?

Does Scatterplot include talking points for client meetings?

How much does the Scatterplot Analytics Platform cost?

Have More Questions About Scatterplot?

Talk with our team about branded market visuals and adviser workflows.

Trusted Indicators

Awards and Recognition

CFA-led research trust badge

CFA-Led Research

Founded by a CFA charterholder.

Independent research trust badge

Independent Research

Investment information developed for adviser communication.

Client-ready visuals trust badge

Client-Ready Visuals

Branded charts designed for client meetings.

Ready to Simplify Market Communication?

Reach out to learn how Scatterplot can help your advisory team create branded, data-driven presentations with less preparation time.

Contact Us Today

For immediate assistance, feel free to give us a direct call at +1 (914) 354 3363. You can also send us a quick email at support@scatterplot.co.