There are dozens of online graphic design resources available for creating financial infographics. Here are just a few of our personal favorites. Feel free to add yours in the comments section.
Probably the most talked about online app for infographics is Piktochart. It’s a clever design tool with lots of functions that make creating financial infographics pretty simple; the data import tools are especially great. Having said that, it’s not the most flexible. As with any custom CMS, you’re slightly restricted in what you can create by the parameters of the platform itself. There are free and paid versions, but the templates in the free version are hardly worth talking about. One excellent addition to speak of, however, is the ability to save templates – if you’re planning to release a quarterly earnings infographic, this will let you keep and re-use the same styling quarter over quarter.
The best feature of Infogr.am is that you can do all your data manipulation in an excel spreadsheet. The software automatically watches your file and makes changes accordingly as you edit the data set. When you have a diy financial infographic that you’re happy with, simply export it or share it straight to your company’s social media profiles. Fewer features than Piktochart, which actually improves the usability.
Templates, templates templates. Everything you could ever hope to do online has probably been done before and there’s a template you can apply. That rule certainly holds true for financial infographic resources. Shutterstock has a massive library of templates you can download and start using. If you’re familiar with basic graphic design, then this is an excellent way to save some cash. We actually have a long-standing account with Shutterstock, so if you see something you like, let us know and we’ll grab it for you (free of charge). Some of the graphs we’ve seen in examples of disclosure infographics appear to be re-purposed from shutterstock, so don’t feel bad about taking this shortcut.
Another free web-based tool. The best feature with this one is that there’s a huge library of design assets that you can incorporate. Arrows, shadows, connector lines, and more. You can also play with a number of web fonts so you can stay consistent with your company’s existing style guide. Easel.ly will also let you upload your own graphics, so if your GD team already has something they want to use, it’s easy to incorporate. This is perhaps something to keep in mind if you plan to visualize non-GAAP metrics in your infographic.
Something a little bit different, and probably more appropriate for agencies, GetAbout.Me is a very powerful tool for visualizing social media data. This free Windows app lets you monitor your social media activity and generate infographics that help you visualize social metrics. We’re Mac users, so it’s not actually something we have a lot of experience with, but if anyone else does, please let us know what you think of it as a DIY financial infographic tool.
Our Illustrator Template
If those aren’t quite what you’re looking for, or you’d like some of the leg work to already be done, you can always check out our earnings infographic template. Version #2 has just been released. (Shoot us your email details, and you’ll get versions 1 and 2 in your inbox before the day is out.)