Visual template editor

Build financial image templates in a visual editor

Create reports, charts, and client updates with blocks, shared media, presets, and named variables in the visual editor.

  • No-code visual editor
  • Flexible layout blocks
  • Built-in stock photo search
Visual template editor with preset, media, canvas, and property panels.
Visual template editor
Library
Presets
My media
Stock photos
New report
Properties
Layout
Grid panel
Variable
report_title
Typography
Inter · 48px

Build your template

Two ways to build, one way to render

Both template types render by ID with named values.

Use cases

Create financial reports and charts from reusable templates

Explore image templates

Portfolio summaries

Insert holdings, performance, and allocation data into a consistent client-facing image.

Statements and reports

Generate period-specific summaries with fixed labels, notes, and disclosures.

Market updates

Turn current figures and commentary into a recurring branded graphic.

Internal reporting

Use one template for operational and financial snapshots across teams and business units.

Visual template editor

Design flexible image templates without writing layout code

Start from a preset or blank canvas, arrange blocks, and make the properties that change into named variables.

  1. Choose a preset or blank canvas

    Use a ready-made design or start at the dimensions you need.

  2. Arrange blocks and media

    Build with text, images, shapes, panels, and files from the media library.

  3. Add variables and publish

    Name the editable properties, preview the result, and publish the template for rendering.

Preset library

Start with a ready-made template

Choose a preset, customize it in the visual editor, and save it as a reusable template for your organization.

Browse all templates

Visual editor

Create the layout without writing HTML or CSS

Use layout controls, saved media, presets, and searchable stock photography. Published templates render through the same image API as HTML/CSS templates.

  • Block-based design

    Set layout, typography, color, spacing, and variables in the editor.

  • Media library

    Reuse uploaded logos, product images, illustrations, and other team assets.

  • Preset library

    Open a ready-made design and customize it for your images.

  • Stock photos from Pexels

    Find photography without leaving the editor.

Template editor workspace
Template editor workspace
Start
Preset library
Design
Blocks · layout · typography
Media
Uploads + stock photos
Publish
Saved template ID

Visual template editor

Design a dynamic image template without writing code

Start with a preset or a blank canvas, build with flexible blocks, add variables and media, then render every variation through the API.