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.

Available online or as a PDF

Share the Snapshot with your client from the secure Client Portal or as a PDF.

What Advisors Are Saying About 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.
Kirk Sheby
Sheby Financial Group
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.
Jonny West
Better Planning Better Life
Travis Gatzemeier Kinetix
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.
Travis Gatzemeier
Kinetix Finanicial Planning
Let's get planning!