Create personalized plan summaries with Snapshot
Summarize key financial planning charts and notes into a single page
Say goodbye to a 60-page plan document. Say hello to Snapshot.
Simple
Organize key charts from
your client’s plan in a
beautiful layout
Personalized
Add personalized notes
or comments using a
free-form text box
Sharable
Share the Snapshot from
the secure client portal
or as a PDF
Easy to understand
Create a streamlined plan summary by organizing key charts and highlights in a single- or multi-page layout. Add, remove or rearrange the charts to tailor the plan for each client.
Personalized for each client
Enhance the Snapshot by adding your personalized notes or comments using a free-form text box. The text boxes are available in different sizes to fit your layout.