DataViz for

insurance and finance

Turn your 's annual, marketing, and stewardship reporting into interactive, on-brand charts directly in Foleon.

A chart rebuilt by hand is one more thing that can go wrong

If your annual report, market update, or renewal deck needs to build confidence with clients, regulators, or the board, the numbers have to hold up.

But flattened screenshots from Excel clash with your branding, can't be annotated in place, and turn every data change into a full rebuild across every Doc that uses them. In a regulated environment, every manual touch is also one more version to check, and one more place a number can drift.

DataViz fixes that by building the chart once, directly in Foleon, governed and update-ready from the start.

your data, SECUREd AND CONTROLLED

Your data stays within Foleon's governed environment, no external BI tools required, no added compliance risk.

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all MANAGED FROM ONE PLACE

Update your data and republish. No re-exporting from Excel or rebuilding the same layout every reporting cycle.

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see it in action

Watch your numbers do the talking

Pull your data straight into Foleon, pick a chart built for the way financial and insurance reporting actually works, and publish. Change the numbers next quarter, and every chart updates automatically, everywhere it's used, no re-exporting or rebuilding it from scratch.

SEE HOW IT WORKS

customer examples

proof it holds up under scrutiny

Vitality

claims data, ready for advisers

This page breaks down a year of claims by condition, age, and severity. Vitality's chart makes that scannable in seconds, instead of asking advisers to parse a wall of percentages during a client conversation.

SEE THE REPORT

The American College of Financial Services

benchmarking advisor expertise

The study compares advisor scores across eight service areas, designations, and client wealth bands. The chart makes each gap visible at a glance, instead of forcing readers to hold ten percentages in their head at once.

SEE THE STUDY

AFM

MAKING A GROWING BUDGET EASY TO FOLLOW

AFM's accountability report charts 13 years of budget growth alongside its cost-saving efforts, side by side. Readers see both trends at a glance, instead of tracing them through paragraphs of policy explanations.

See the report

SEE more examples

NEED MORE THAN 3 CHARTS?

Unlock 100 public charts to bring data to life across all your Foleon Docs. Send us a message, and we'll get you set up with more charts.

UNLOCK 100 CHARTS

NEED MORE THAN 3 CHARTS?

Unlock 100 public charts to bring data to life across all your Foleon Docs. Send us a message, and we'll get you set up with more charts.

UNLOCK 100 CHARTS

Chart types

the charts your reporting needs

Pick from different chart types, then upload your data. Once you hit publish, you can add your chart to any Foleon Doc and apply changes centrally.

3d chart

{"chartTitle":"","chartSubtitle":"","series":[{"id":"4cfbaf72-8791-46f7-a18e-1331fbe250e8","data":[{"y":1200,"name":"IT","color":"rgba(145, 0, 219, 1)"},{"y":950,"name":"Consulting","color":"rgba(1, 103, 255, 1)"},{"y":720,"name":"HR","color":"rgba(255, 156, 0, 1)"},{"y":480,"name":"Financce","color":"rgba(0, 174, 0, 1)"}],"name":"Revenue ($K)","custom":{"manualInnerSize":true},"innerSize":"35%","showInLegend":true}],"xAxis":{},"yAxis":{}}

combo chart

{"chartTitle":"","chartSubtitle":"","series":[{"id":"0a0cf54a-f517-417f-9c92-db371e474227","data":[32,48,21,42,58,74],"name":"Actual Revenue ($M)"},{"id":"16ac8cea-1e28-4138-be1a-42fa4dfa8966","data":[45,68,35,60,68,88],"name":"Target Revenue ($M)"},{"id":"9fa9fe62-86dc-4164-b222-96e874b23af6","data":[60,75,42,65,72,90],"name":"Growth (%)","type":"line"}],"xAxis":{"title":"","categories":["2020","2021","2022","2023","2024","2025"]},"yAxis":{"title":""}}

Diverging bar chart

On-chart Annotations

3d chart

{"chartTitle":"","chartSubtitle":"","series":[{"id":"4cfbaf72-8791-46f7-a18e-1331fbe250e8","data":[{"y":1200,"name":"IT","color":"rgba(145, 0, 219, 1)"},{"y":950,"name":"Consulting","color":"rgba(1, 103, 255, 1)"},{"y":720,"name":"HR","color":"rgba(255, 156, 0, 1)"},{"y":480,"name":"Financce","color":"rgba(0, 174, 0, 1)"}],"name":"Revenue ($K)","custom":{"manualInnerSize":true},"innerSize":"35%","showInLegend":true}],"xAxis":{},"yAxis":{}}

combo chart

{"chartTitle":"","chartSubtitle":"","series":[{"id":"0a0cf54a-f517-417f-9c92-db371e474227","data":[32,48,21,42,58,74],"name":"Actual Revenue ($M)"},{"id":"16ac8cea-1e28-4138-be1a-42fa4dfa8966","data":[45,68,35,60,68,88],"name":"Target Revenue ($M)"},{"id":"9fa9fe62-86dc-4164-b222-96e874b23af6","data":[60,75,42,65,72,90],"name":"Growth (%)","type":"line"}],"xAxis":{"title":"","categories":["2020","2021","2022","2023","2024","2025"]},"yAxis":{"title":""}}

Diverging bar chart

On-chart Annotations

Explore all chart types

Built for the way your team actually reports

EMBED EVERYWHERE

Reuse charts across renewal decks, stewardship presentations, and your website, without exporting a single image.

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EASY TO CREATE

Build charts directly in Foleon, so your reports and stewardship decks look sharp without a design queue.

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ALWAYS ON BRAND

Every chart follows your Brand Kit automatically, no more clashing with compliance-approved templates.

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Interested in DataViz?

If you'd like to explore DataViz or add more charts to your plan, send us a message. Our team will walk you through the setup.

Let's Chat

see how it works