The KYC you already do, with far more power behind it: an always-current picture of your client's whole financial life, including income, assets, insurance, estate, and goals. Open it and the whole team is up to speed.
Most client profiles are a form you fill in once and never trust again. A Snapshot stays alive: built with the client, kept current as their life changes, and complete across income, assets, liabilities, insurance, estate, and goals.
One profile that is true today, with every prior version still on the record. Click any quarter to roll the card back in time, every figure reconstructed exactly as it stood.
Open an input session and move through each category as the conversation flows. It doubles as your meeting guide, so the whole picture gets captured in the moment and feeds the snapshot live, from income and expenses to accounts, insurance, and dozens more. Less a form to fill, more a conversation to have.
When the conversation calls for it, the same always-current profile becomes a polished, client-ready PDF in one click. Hand it over in the meeting, send it afterward, or keep it on file, always matching what your team sees on screen.
Prepared June 5, 2026. Figures shown as of Q2 2026. For discussion purposes only, not a statement of account.
Branded with your firm and current as of the latest publish. Every page, from net worth and cash flow to accounts, insurance, estate, and goals, ready to hand to the client.
Anyone on your team can open a client and see exactly where things stand, without chasing the latest version or asking around.