Compliance-Approved Marketing Content for Financial Advisors

Compliance-approved marketing content refers to adviser-facing materials that are built to support review, documentation, and disclosure requirements before use with clients or prospects. Scatterplot helps by providing branded market visuals, customizable disclosures, and clear talking points, so advisers can prepare polished content that fits into their firm’s existing compliance approval workflow.

No. Scatterplot provides branded, data-driven investment visuals and disclosure customization tools, but each advisory firm remains responsible for reviewing and approving materials under its own policies and regulatory obligations. The platform is designed to make that process easier by organizing charts, commentary support, and disclosures in a consistent, professional format.

Scatterplot’s charts and visualizations 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 underlying provider. This helps advisers access timely market visuals without rebuilding charts manually for each client meeting.

Yes. Scatterplot allows users to customize slides with their firm logo, colors, and disclosures. This helps keep client presentations and marketing materials consistent with your brand standards while supporting the practical needs of advisory firms that must include approved language or disclosure information in client-facing content.

Scatterplot is built for wealth managers, financial advisers, and investment professionals who regularly explain market developments to clients. It is especially useful for advisers who want professional visuals, clear talking points, and branded presentation materials without spending hours sourcing data, designing charts, and formatting slides.

The Scatterplot Analytics Platform includes access to a dynamic library of visual investment insights, customizable branded slides, guided talking points, deck creation tools, and regularly updated market and economic charts. Users can create and manage multiple investment decks, download presentations as PDFs, or present directly from the platform.

Yes. The Scatterplot Analytics Platform includes a 7-day free trial. After the trial, the subscription is $99 per month unless canceled. Subscription fees are billed in advance and renew automatically for the selected period, with access continuing through the end of the current billing cycle if canceled before renewal.

Scatterplot turns complex market and economic data into polished, easy-to-explain visuals supported by guided talking points. This helps advisers focus on interpretation, client education, and decision-making context rather than slide production. The result is a more consistent, confident, and visually compelling client communication experience.