If you create the same Snapshot for each client, you can generate Snapshot Templates. To create a template, navigate to the Advisor Portal > Templates > Snapshot tab. Your Templates tab may be located in the Advisor Portal > °°° More Menu, depending on your specific account setup.
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 you want to use the Snapshot template, and click Save.
For more details on using Snapshot templates for Client Groups, click here.
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