Created by a Certified Financial Planner to use in his own practice, Personal Financial Snapshot makes the complicated process of financial planning simple for both the planner and the client through an intuitive and easy-to-follow process. Designed as a great alternative to Wall Street focused software, our non-traditional, principle-based approach doesn’t recommend specific products. This allows the planner to prioritize client desires where they should be… at the top! The result is an easy-to-understand, comprehensive, one-page snapshot that clearly illustrates a client’s financial summary. It gives both the client and the planner actionable information on gaps and opportunities that indicate how best to move forward. With Personal Financial Snapshot you never have to guess!
Personal Financial Snapshot is designed with the clients’ needs in mind first. The layout provides a smart, detailed and easy-to-follow conversation flow that ensures all details are covered while keeping the client informed and engaged.
Personal Financial Snapshot isn’t designed to suggest only certain products or solutions–instead, it creates a comprehensive view of a client’s financial situation, uncovering blind spots and reducing errors.
The Snapshot model provides a platform for advisors to make appropriate
recommendations from a holistic view based on principles as opposed to recommending individual products and trying to predict future needs.
Personal Financial Snapshot provides detailed and actionable information in an easy-to-follow, one-page snapshot–ensuring clients never have to guess what they should do next!
Personal Financial Snapshot
Features to help you meet your fiduciary responsibility.
Compare an individual’s current financial situation with The Five Principles of Personal Finance.
Built in Future Value, Present Value, Payment, Interest, and Periods calculators, as well as a Variable Rates Calculator.
Use the built-in calculators and Strategy Worksheet to compare and contrast ideas and strategies in an easy to understand format.
Not product-specific driven. You and your clients have the ability to evaluate and recommend whichever course of action you feel is best for your client’s particular situation.
Comprehensive Financial Questionnaire. The software includes a downloadable/printable Confidential Financial Questionnaire. Easily email the questionnaire to clients. No stone is left unturned in this questionnaire!
Tired of using software that has another company’s name on it? Increase mindshare and coordination by embedding your own company logo into the software, any printouts, and the questionnaire.
Snapshot gives clients an easy-to-understand, comprehensive, one-page view that clearly illustrates their financial summary.
Take a Walk-through Demo of the Snapshot Software.