Create personalized plan summaries with Snapshot™

My clients don’t want an 80-page planning document they will never look at once they leave my office. So I’ve been creating one-page summary plans for them using Excel. But creating these plans manually has been time-consuming and complex. RightCapital’s Snapshot feature empowers me to create a personalized plan for each client by simply adding, subtracting and rearranging charts. These Snapshot reports will not only save me a lot of time but also keep my clients engaged in their financial planning process over the years.

I will use RightCapital Snapshots as a financial dashboard for my clients – it will start as a tool to guide our discussion and finish as a tangible takeaway. Snapshot reports succinctly communicate where clients are, where they want to be and the actions we will take to help them achieve their financial goals. These personalized Snapshots will have a big impact for my clients and RightCapital makes it so easy to create them.

I’ve been using a proprietary report template that I create manually to share key metrics and stats with each client for a couple of years. RightCapital's new Snapshot feature will now save roughly 20 minutes per each report I create. Snapshot is a game-changer for financial advisors who want to share customized reports with clients in a simple, focused way.