Snapshot Overview
The Snapshot module is a customizable, chart-based interface, that can present multiple aspects of a client's plan on one screen. Advisors can customize the modules that make up this page, including key metrics such as Net Worth, Savings Rate, and other items such as Probability of Success, Balance sheet, Asset allocation, and more. Use this intuitive executive summary to demonstrate financial progress during meetings or update clients by adding the Snapshot report to their Vault.
The Snapshot tab will be the default landing page when advisors open the client plan. The Snapshot report can be customized with drag-and-drop flexibility and the ability to add or remove items using the "Add Item" dropdown menu. You can also access the module that the Snapshot item feeds in by clicking the Open Item arrow.
This area can be customized to include any of the following financial plan details:
Net Worth
Probability of Success
Savings Rate
Withdrawal Rate
Effective Tax Rate
Total Effective Tax Rate
Retirement Income Stability Ratio
Historical Net Worth
Balance Sheet
Balance Sheet Summary
Budget Expenses
Budget Summary
Liquidity
Tasks
Current Allocation
Tax Allocation Summary
Concentration
Client's Life Insurance Analysis
Co-Client's Life Insurance Analysis
Probability of Success
Confidence Chart
Current Year Savings
Stress Test
Income Sources Chart
College Funding Analysis
Full Size
Half Size
Double Size
Generating Snapshot Report
- Select the Snapshot element of the report and any other areas you'd like to include. (Clicking a bolded word will automatically select all the sub-sections; selecting an unbolded item will only include that one item and anything else selected.)
- Scroll down and select Download selected pages. This will generate a .pdf that can be printed using your standard .pdf software.
Preview
The Snapshot also provides a PDF report preview that allows advisors to see the layout of the items if they were to print this page in the PDF report.
Creating Snapshot Templates
Once there, click the Add Template button. You can name each Snapshot, add whichever items you want to include, and save.
To apply a template that you have created for a client. Click "Apply Template, " select the client to which you want to apply the Snapshot template, and click Save.
Using the Concentrated Position widget, a maximum of 4 concentrated positions will be visible.
When adding a bulleted list in the notes section, the report PDF can cut off the list after 4 lines (half text box) and after 13 lines (full text box). We recommend using the double size text box when printing a report.
The snapshot module will display up to 4 tasks in the software and up to 3 tasks when adding the snapshot to a PDF report. Due to space limitations, longer task descriptions may be cut off. However, within the software, you can hover your mouse over the task description to view the full explanation.
