Visualize your client's financial life with Blueprint™
Start every conversation with planning clarity
Help your clients see the bigger financial picture.
Intuitive
Easily identify missing or
outdated financial items
Interactive
Update or add financial inputs
right from the visual layouts
Sharable
Share the visuals online
or provide them as PDFs
Net Worth
Visually explore all household assets and liabilities, insurance policies and trust-owned assets. Each item is color-coded by type and organized by owners for an easy review. Best of all, any edits made in the visual layout are automatically updated in the client's plan.
Goals
See a timeline of key events happening in your client's life. Whether it's a major purchase, a kid going off to college or the long-awaited retirement, help your clients visualize life goals in one graphical layout.
Income, Savings & Expenses
Get a visual summary of the household income sources, and outgoing savings and expenses. All items are organized by owners and color-coded by category for quick visual checkups.
What Advisors Are Saying About Blueprint
“
Most people are visual thinkers so being able to provide a dynamic picture to a client that shows what their financial life looks like is a huge step forward. I was so excited and relieved when I saw the Blueprint feature because, not only do the visual layouts look great, but they will save us an untold amount of time on data entry since we don’t have to use a separate visualization tool. We look forward to utilizing the Blueprint visuals with all our clients.
Matt Smith
Concert Financial Planning
“
The Blueprint feature will help our clients see the bigger financial picture – in a way that showing them the numbers alone can’t. I plan to use the Blueprint visuals to guide planning conversations with clients, provide the PDF version as meeting summaries, and encourage clients to log into the portal and review them on their own as well. The goal of financial planning is to improve and better our clients’ lives, and these visuals help us do that more effectively.
Dan Granucci
Iron Path Wealth Management
“
A big part of what I do for my clients is life planning. Financial considerations are a means to help them achieve their life goals. Blueprint’s visual timeline of goals will likely become the starting point for all my client discussions. I’ve been experimenting with other visualization tools to create something similar to Blueprint but having this feature as part of RightCapital will save me time and help me stay organized.
Ryan Weiser
Weiser Financial Planning
Start Driving Client Success Today
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