In RightCapital, Snapshot is a customizable dashboard inside the client plan that pulls key planning metrics, such as net worth, probability of success, cash flow maps, and stress tests, into a single, client-friendly view. Advisors often use it as a “one-page plan,” a meeting agenda, and a repeatable template across clients.

Snapshot is a fully customizable single- or multi-paged summary, designed to pull the most important and relevant metrics from across a client’s financial plan into one clean, visual layout.

Snapshot is more than an attractive-looking output. When you build it intentionally, it can become a presentation hub, a client portal home base, and a repeatable workflow you can scale across your entire book of business.

Below is a practical guide, based on how advisors actually use Snapshot, to help you get the most out of it in client meetings and beyond.

Key takeaways:

• Curate a client’s story without giving them a full data dump

• Build Snapshot layouts by client type and reuse them with templates

• Use widgets as a meeting navigation hub to dive deeper into the client plan

• Generate Snapshot as a PDF for an easy-to-understand, client-ready deliverable

• Build a streamlined plan summary

Snapshot lives inside the client’s Dashboard module and functions as a curated set of widgets pulling key visuals and info from all over a client’s financial plan. Here’s some examples on how to tailor each layout to each client or group of clients:

• Add and remove widgets

• Drag and drop to reorder them

• Resize the experience by choosing small “key metric” widgets or larger module-based ones

• Generate a PDF deliverable directly from what you’ve built

Flexibility is the point. Snapshot isn’t meant to show everything. It’s meant to show the most relevant details for each client at this specific moment in time. Even for the same client, you may have the Snapshot set up differently depending on the season of the year or if you happen to be focusing on a specific topic, such as Roth conversions, in a particular meeting.

Review the story in client meetings

Become a storyteller, weaving together the journey of your client’s financial lives with charts, graphs, and explanations.

Instead of jumping between modules and hunting for the next screen, you can build a Snapshot that reflects the “chapters” of the client conversation, such as:

• Where are we today? (net worth, balance sheet, current allocation)

• What does the plan say? (probability of success, cash inflows and outflows)

• Where are the risks? (stress test, risk summary, insurance)

• What are we doing next? (Tasks, Notes)

The result is a more guided experience.

Use Snapshot as a presentation hub

Each widget includes a few controls, but one that stands out as particularly useful during meetings is the option to open each item to dive in further.

When a client asks, “Where is that coming from?” or “Can we talk more about that?”, you can transition smoothly into discussing it in more detail by launching the exact module impacting each widget. If something looks off or needs to be updated, the associated Snapshot widgets will immediately reflect any edits within an individual planning module.

That means Snapshot can be your meeting “home screen” or “presentation hub” and each widget can act as a path to more comprehensive planning without clicking through multiple tabs to find the right place.

Customize widget visuals by adjusting the underlying module

What you see on Snapshot often depends on what’s selected inside the originating module:

• Waterfall chart year: If you’d like the waterfall to show a specific year, select it in the Retirement module first, then refresh Snapshot

• Historical net worth timeframe: If you switch the module from “6 months” to “30 days,” the Snapshot widget will reflect that

• Probability of success plan selection: Snapshot will display the scenario or plan you have selected in Retirement Analysis on the left-hand side

In other words, Snapshot is not just a static layout. It is real-time responsive data that reflects your planning selections.

Create efficiency and consistency with templates

Once you’ve built a Snapshot layout you love, you can recreate it for other clients. Snapshot templates allow you to build a layout once and apply it to all clients, a specific client group, or selected clients. You can also set templates as default for specific client groups so a new plan will automatically start with a pre-existing Snapshot layout.

Pre-retiree Snapshot example

Common widgets for pre-retirees include:

• Probability of Success (the larger block, from the Retirement dropdown)

• Income Sources

• Effective Federal Tax Rate

• Net Worth

• Current Allocation

• Historical Net Worth

• Balance Sheet Summary or Balance Sheet Details (depending on how detailed the client prefers)

• Stress Test

• Savings Rate

This combination supports the typical pre-retiree conversation: readiness, trajectory, risks, and whether current behavior supports retirement goals.

Younger/millennial client Snapshot example

For younger clients, the focus often shifts toward fundamentals and behavior:

• Probability of Success (the smaller block, from the Key Metrics dropdown)

• Balance Sheet Summary

• Current Allocation

• Liquidity Analysis (emergency fund visibility)

• Savings Rate

• Budget Expenses and/or Budget Summary

• Tasks

The guiding principle for this group of clients is typically simplicity and actionability. Help them see what matters this month, not just at age 95.

Roth conversion/tax-smart planning example

You can also set up Snapshot templates for specific planning topics and use them as needed. Below are some widgets that may be valuable to display if you are discussing tax-smart planning and/or Roth conversions:

• Probability of Success

• Current Allocation

• Tax Allocation Summary

• Savings Rate

• Net Worth

• Income Sources

• Withdrawal Rate

Communicate more with text and images

Snapshot isn’t limited to numbers and charts. You can insert text blocks in three sizes that support rich text formatting such as bold/italic, headers, numbered lists, and hyperlinks (great for linking to your calendar, an educational article, or a meeting recap).

You can also add images (full-size or mini), which many advisors use for a firm logo or branded visual header, for example.

Stay organized with Tasks

The Tasks widget can turn Snapshot into a client action center. If you assign tasks to your client with due dates, they can log in and immediately see what needs to be done next, without searching through modules or email threads.

This is especially effective when Snapshot is positioned as the first thing clients see in the portal.

Reorder Snapshot for a better client portal experience

If you’d prefer clients start with a different screen from Snapshot when logging into the client portal, you can change the position of that feature (and others) by dragging and dropping items within the Planning Access tab.

For example, you can choose to lead with Snapshot during review meetings or move it to the end of the presentation to wrap things up if you’re focusing on specific planning modules first.

Share Snapshot as a PDF deliverable

Snapshot becomes especially powerful when you turn it into a client-ready report. You can preview the pages within the Snapshot feature then download in the gear icon > Reports section.

If you use RightCapital’s secure document Vault, you may wish to upload what you’ve downloaded right into the Vault, either at that moment or at a later time.

Because Snapshot reflects your current selections (plans, stress test settings, chart timeframes, etc.), the PDF is a true output of the story you’re presenting.

FAQ: RightCapital Snapshot

What is the Snapshot feature in RightCapital?

Snapshot is a customizable dashboard within the RightCapital plan that displays selected widgets (metrics, charts, and notes) to summarize a client’s financial plan.

Can I reuse the same Snapshot layout for multiple clients?

Yes. You can create Snapshot templates and apply them across all clients, client groups, or selected clients.

Does Snapshot update when I change assumptions in planning modules?

Yes. Snapshot widgets reflect the current selections in their originating modules (for example, selected plan/scenario, chart timeframe, and stress test settings).

Can I export Snapshot as a client-ready report?

Yes. You can generate a Snapshot PDF from the gear icon and share it as a deliverable or upload it in the secure document Vault.

Snapshot is often described as a “one-page plan,” but the real value is what it enables: clearer meetings, faster navigation, better client communication, and repeatable planning experiences across your entire book.

If you’d like to see how Snapshot can fit into your practice, schedule a 1:1 demo with a RightCapital specialist. We’ll walk you through best practices, templates, and real advisor workflows so you can start using Snapshot effectively right away.