Features
Everything you need to create engaging and impactful financial plans that inspire action
Create Stunning Client Reports in Minutes, Not Hours
Ditch the dense, 50-page plans clients ignore. Build engaging, client-ready visual reports tailored for any meeting topic—retirement, education, reviews & more. Our intuitive drag-and-drop interface lets you craft a professional, impactful report in under 10 minutes, saving you hours of tedious admin work.
Visualize Data Instantly with Powerful Widgets
Clearly illustrate any client scenario. Choose from a library of customizable widgets – allocation pies, wealth projections, cash flow Sankeys, actionable to-do lists, and more. Effortlessly visualize complex data, making it instantly understandable and actionable for your clients. Tailor each report to perfectly match the focus of your conversation.
Boost Client Understanding & Drive Action
Deliver insights, not just data dumps. Our visual reports act as powerful communication tools, ensuring clients leave meetings with clarity, confidence, and actionable next steps. Simplify complex financial concepts, build deeper trust, and keep clients engaged long after the meeting ends.
Reclaim 5+ Hours Every Single Week
Stop drowning in report preparation. Advisors using AdvisorVisuals save 5+ hours per week – time you can reinvest in client relationships, prospecting, and growing your practice. Spend less time formatting documents and more time delivering value.
100% Secure & Private
Your data never leaves your device! All processing happens directly in your browser, and reports are stored exclusively on your local file system. No server uploads, no cloud storage risks, and no third-party access to your sensitive client information. Complete security and privacy for you and your clients.