Create personalized plan summaries for your clients

With RightCapital’s Snapshot, it’s a snap to organize your client’s financial data in one place

Engage your clients with easy-to-understand plan summaries

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

Create financial snapshots for your clients

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.