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29 Best Wealth Management-Themed Templates for PowerPoint and Google Slides

CrystalGraphics creates templates designed to make even average presentations look incredible. Below you’ll see thumbnail sized previews of the title slides of a few of our 29 best wealth management templates for PowerPoint and Google Slides. The text you’ll see in in those slides is just example text. The wealth management-related image or video you’ll see in the background of each title slide is designed to help you set the stage for your wealth management-related topics and it is included with that template. In addition to the title slides, each of our templates comes with 17 additional slide layouts that you can use to create an unlimited number of presentation slides with your own added text and images. And every template is available in both widescreen and standard formats. With over 6 million presentation templates available for you to choose from, CrystalGraphics is the award-winning provider of the world’s largest collection of templates for PowerPoint and Google Slides. So, take your time and look around. You’ll like what you see! Whether you want 1 great template or an ongoing subscription, we've got affordable purchasing options and 24/7 download access to fit your needs. Thanks to our unbeatable combination of quality, selection and unique customization options, CrystalGraphics is the company you can count on for your presentation enhancement needs. Just ask any of our thousands of satisfied customers from virtually every leading company around the world. They love our products. We think you will, too!

Features & Pricing

Widescreen (16:9) Presentation Templates. Change size...

Presentation with wealth management - PPT theme with wealth management - cheerful businessman jumping with dollar background and a tawny brown colored foreground

Cheerful Businessman Jumping Dollar Banknotes

In a world where success is within reach, the Corner Title PowerPoint template is here to help you achieve your goals and feel proud. As a dynamic and engaging design, this template features high resolution images that will transport you to a happy office environment, complete with a cheerful businessman jumping with dollar banknotes around him on the background. The Dark Olive Green color palette provides a professional yet approachable tone, perfect for showcasing your achievements and hope. The Corner Title template is specifically designed to help you get up and running quickly, with 4 How To slides at the start of the deck that will guide you through the process. These slides feature concise instructions on how to customize your presentation, making it easy to enhance your content with a professional theme. The template also includes an additional slide, featuring a background image of success, which can be used as is or combined with other elements to create a unique look. The Dark Olive Green color palette adds depth and professionalism to the design, while the high resolution images ensure that every detail is crisp and clear. With its engaging layout and inspiring theme, this template is sure to feature, including a background with dollar banknotes on your presentations. Having a theme of success, featuring an office environment, and incorporating elements of achievement and hope will showcase your hard work and dedication. The Enhanced With option allows you to add custom backgrounds or images, making it easy to create a unique look that reflects your brand.

Presentation with wealth management - Audience pleasing slide set consisting of wealth management - pocket watch and business concepts backdrop and a dark gray colored foreground

Pocket Watch Business Concepts Digital

The clock is ticking, and financial calculations are on the rise. This Corner Title template is designed to bring forth a sense of sophistication and elegance in your presentation with its sleek dark slate gray color palette featuring high resolution images of pocket watches and business concepts on a rich, matte background. The contrast between light and dark creates a visually appealing look that will keep your audience engaged. The template's Four Arrows Layout slide is a standout feature, offering a clean and modern theme where you can easily add or remove arrows to suit your needs. This layout also makes it easy to enhance your content with featured images or include a background image of your choice, giving you the flexibility to create a unique look. The Corner Title template includes four How To slides that will get you up and running quickly, covering topics such as basic formatting, inserting images, and using shapes and charts. However, these details are not yet revealed, leaving you with the excitement of exploring this powerful presentation tool further.

Presentation with wealth management - Amazing presentation design having wealth management - pocket watch and business concepts backdrop and a gray colored foreground

Pocket Watch Business Concepts Digital

Imagine starting your day with a professional and polished template that embodies the essence of finance and accounting, all at your fingertips. Introducing Wide Title, a stunning widescreen PowerPoint template designed specifically for financial professionals, accountants, and anyone who needs to stay organized in their digital workspace. This template features a high resolution image of an old fashioned pocket watch on its background, perfectly blending analog and digital elements. The sleek steel blue color palette provides a sophisticated backdrop for the various design elements that make up Wide Title, including custom shapes, icons, and graphics. As you navigate through the template, you'll discover 4 How To slides to help you get started quickly. The layout of each slide is carefully crafted to provide ample space for text, images, and graphics, making it easy to create engaging presentations and reports. The content layout allows for flexible arrangement of elements to suit your specific needs, whether you're including a background with a photo or having a theme of financial data visualization. This template is fully compatible with Google Slides and can be easily downloaded and shared. Using Wide Title will enhance your presentation style by featuring high quality images that complement its clean and modern design. Whether you're preparing a financial report or creating an auto calculating dashboard, this template provides the perfect canvas to showcase your ideas.

Presentation with wealth management - Slide deck enhanced with wealth management - euro coins and pen background and a colored foreground

Euro Coins Pen

The sleek and modern design of Corner Title is sure to catch the eye, evoking the feeling of precision cut euro coins stacked high with pens at the ready. This Widescreen template is perfect for showcasing complex accounting and data calculations in an engaging and accessible way. The Wheat color palette provides a clean and neutral background, allowing the various elements within the template to shine. The Corner Title design is enhanced with inclusion of a Background With feature, featuring a high resolution image of wheat fields on a sunny day. This adds a touch of warmth and serenity to the overall look. Having a Theme of precision cut designs ensures that this template stays true to its core purpose while still looking sleek and modern. The Chart with Caption Layout slide provides a clear and concise way to present data and calculations in an easy to understand manner, featuring a high resolution image of a spreadsheet on a white background. This is an excellent example of how the Corner Title can be used to showcase complex financial data in a simple and accessible way.

Presentation with wealth management - Cool new slides with wealth management - businessman tearing off his shirt backdrop and a tawny brown colored foreground

Businessman Tearing Shirt Dollar Sign

The Corner Title is a high resolution widescreen template designed to elevate your professional brand. This template features an attention grabbing design that showcases the strength and leadership qualities of its subject, perfect for business professionals, entrepreneurs, or anyone looking to make a bold statement. The olive drab color palette adds a sense of professionalism and sophistication, while the background images are high resolution and will not be distorted when printed. The template is downloadable and compatible with Google Slides, making it easy to incorporate into your presentations. This template is perfect for incorporating a Career or Occupation theme, featuring high quality images that showcase successful individuals in their fields. You can also add some strength and leadership elements to make the design truly unique. The Corner Title template is enhanced with a variety of backgrounds, including Featured Image With Background and Background Featuring Image With Caption Layout. As an example, you could use this template as inspiration for your next presentation about leadership, featuring high quality images of successful business leaders or entrepreneurs. You could also include a background image that showcases the strength and resilience of your subject, making it easy to create a visually appealing slide.

Presentation with wealth management - PPT layouts enhanced with zurich-switzerland-march-21-2019 background and a gray colored foreground

Zurich Switzerland March 21,

As you embark on your banking themed PowerPoint presentation, imagine yourself standing in front of the iconic Bank Julius Baer in Zurich, Switzerland, surrounded by the majestic Alps and the tranquil Lake Zurich. The warm glow of golden light spills across the scene, casting a sophisticated ambiance that sets the tone for an engaging and informative discussion. The Corner Title template is designed to be attention grabbing, with a bold and modern design that incorporates your chosen keywords bacon, baer, bank, banking. The high resolution images featured in this template will transport you to the heart of financial institutions around the world, providing a visually stunning backdrop for your presentation. The Dark Goldenrod color palette adds depth and richness, while the accompanying text is carefully crafted to enhance the overall theme. The Widescreen format ensures that your audience can fully immerse themselves in the content, with crisp images and clear typography dominating the screen. This template is downloadable and compatible with Google Slides, making it easy to incorporate into your presentation without any technical issues. As you delve deeper into your topic, consider including a Background With feature to showcase stunning high resolution images of financial institutions or luxury lifestyles. Having a Theme of Enhanced With will allow you to add interactive elements, such as animations or transitions, to elevate your presentation and engage your audience even more.

Presentation with wealth management - PPT theme having wealth management - father and daughter puts coins background and a ocean colored foreground

Father Daughter Puts Coins Father

In a world where knowledge and wisdom are treasured, finding the perfect template can make all the difference. Just like how a parent teaches their child to manage money wisely, a Corner Title template is designed to help you do just that. This template features a light steel blue color palette that evokes feelings of professionalism and approachability, making it an ideal choice for presentations about education and finance. The design name "Corner Title" suggests a balance between form and function, where the title takes center stage while still allowing for easy navigation to other slides. The Corner Title template is specifically designed with Caucasians in mind, catering to a small but growing population of students and educators who are looking for a high quality presentation that resonates with their audience. Featuring a simple yet effective design, this template makes it easy to create engaging content that drives results. Upon launching the template, you can download it and use it seamlessly with Google Slides, ready to incorporate high resolution images into your presentations. As a companion piece, "How To" slides provide valuable guidance on getting started quickly, whether you're building a new slide or enhancing an existing one. The 5 Steps to Success Layout is a great place to start, where each step serves as a roadmap towards creating effective presentations.

▼Key features of this template

  • They are compatible with both PowerPoint and Google Slides running on either Windows PCs or Macs.

  • They are available in both standard and widescreen slide formats. You can choose your preferred format by clicking on the "Widescreen" check box or icon.

  • Each template includes a beautiful high-resolution background image or video to visually reinforce the theme of your presentation.

  • In addition, each template includes designer-created graphics and modern fonts to give your presentations an up-to-date, professional look.

  • Each template's default design and title text position have been carefully selected to complement its background without covering faces or other key elements.

  • All text includes backdrops whose transparency level is mathematically calculated to maximize text readability while still allowing the background to be seen.

  • And all the text, text backdrops and graphics in every slide are colored with a palette designed to beautifully complement the colors in the background.

  • Our Premium templates (those with the descriptor “Premium” in their subtitle) include over 64 slide layouts to give you maximum flexibility as you create your presentations.

    • Those layouts are available to you whenever you create a new slide or when you want to change the layout of an existing slide.
    • They include everything you need to make all sorts of presentations. In addition to the layouts for the title slide and the usual title and content slide, they include many other layouts for slide types including table of contents slides, org charts, charts, diagrams, infographics, photo slides, thank you slides and more.
    • While creating these layouts our template designers have ensured that all text in every layout adjusts as gracefully as possible to various numbers of words.

  • Customizable templates (those with the descriptor “Customizable” in their subtitle) may be easily modified online before you download them.

    • To modify them, simply click on the pencil editing icon, then select your choice of ready to go designs and title text positions.
    • The editing tool also makes it easy to reposition and scale the background image or video to best suit your needs.

▼FAQs

Please review these FAQs to see if your question is answered. Contact us for more info

  • What is a PowerPoint template?

    • A well designed PowerPoint template is a file that can tell PowerPoint how to make your ordinary templates look extraordinary. They won’t change what your words or numbers say. But they might change their size, color, font and placement. And, overall, they can give your presentations a professionally-designed look that will give your content more credibility and give you more confidence.

  • How many PowerPoint templates do you offer?

    • We have over 32,000 artist-created presentation templates in our PowerPlugs collection With a subscription, PowerPlugs templates are easy to download. Just sign in, find a template and click on the green Download button. ready for you to download. That alone offers you more variety to choose from than any of our competitors can offer. And, as if that weren’t enough, we also offer over 6 million templates in our Crystal collection. Crystal brand templates are our line of templates that have customization options. They have the word "CRYSTAL" on their web page images. You can customize several aspects of the templates. These templates include high-resolution background images from Shutterstock’s vast image collection matched up with artist-created presentation designs customized by our own proprietary AI software.

  • How many templates can I download as a subscriber?

    • You can download an unlimited number of PowerPlugs-brand With a subscription, PowerPlugs templates are easy to download. Just sign in, find a template and click on the green Download button. templates every day for an entire year. (Actually, by default, we set a limit of 25 templates per day to prevent our competitors from stealing our templates. But, if that is not enough, just let us know and we’ll try to accommodate you.) On top of that, with a subscription or an Ultimate Combo, you can also download any 50 Crystal-brand Crystal brand templates are our line of templates that have customization options. They have the word "CRYSTAL" on their web page images. You can customize several aspects of the templates. templates per year selected from our huge Crystal collection. Crystal brand templates are our line of templates that have customization options. They have the word "CRYSTAL" on their web page images. You can customize several aspects of the templates. .

  • Why should I choose your templates instead of the competition’s?

    • We’ve got a larger selection of professionally-designed PowerPoint templates than anyone else in the world.
    • Each template includes a high-resolution background image or video to visually inspire your audiences while reinforcing your message.
    • Each template includes 64 slide layouts to give you maximum flexibility as you create your presentations.
    • Our templates are available in both standard and widescreen slide formats. And our website lets you preview the slides each way.
    • Our free Template Finder™ plugin lets subscribers select and - with a single click - download and insert our templates into their presentations right from within PowerPoint.
    • We’ve been creating designer presentation templates for over 20 years. During that time we’ve won several awards and 5-star ratings for product quality. See About Us for more.

  • Do you offer a money-back guarantee?

    • Yes we do! We offer full 30-day money-back guarantee if you are not 100% satisfied with your purchase.

  • Can I still use my downloaded templates after my subscription runs out?

    • Yes. After your subscription expires, you won't lose any rights or ability to use your PowerPlugs: Templates for PowerPoint. You won't be able to download any new non-watermarked templates. But the non-watermarked templates you've already downloaded will still work and you can still use them as before.

  • Can I share my downloaded templates or passwords with friends or coworkers?

    • Sorry but no. You are authorized to download each paid-for template to up to 3 of your personal devices and to use the templates you download in as many presentations as you want. But you are not authorized to share the templates, themselves, with others. That said, we do offer highly discounted site licenses to suit the needs of both small and large teams. Just tell us your needs and we’ll give you a quote!

  • System requirements:

    • The templates use the standard POTX format. So they are compatible with Google Slides and all PC, Mac and mobile devices running any version of PowerPoint from PowerPoint 2007 up through and including Office 365 desktop.
    • Please note: Google Slides does not currently support background videos. It treats them as still images.
    • For PowerPoint for the Web, first open your template into a desktop version of PowerPoint, then save it back out as a PPTX file. Then you can open that in PowerPoint for the Web.

  • How will I get my purchased templates?

    • You may download your selected templates as soon as your payment is received by PayPal. If you purchased an individual template, you will be provided with a download link both onscreen and via email. Just click on that link to begin the download process. If you purchased a subscription, you will receive an email containing a password to use along with your email address to sign in to any of the templates pages on CrystalGraphics.com. Once you are signed in, you can immediately start downloading your selected templates.

  • How do I use my templates after I download them?

    • You can either open a template to start a new presentation or you can add a template to an existing presentation. To open a template, just double click on it or use PowerPoint's File > Open tool. To add a template to an existing presentation, on the Design tab, in the Themes group, click Browse for Themes... then browse to select your template.
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