What's new

This update improves the Snapshots Overview panel so it's faster to pull numbers during meetings and easier to understand household totals at a glance—especially when you're pasting into KYC and planning forms.

Cleaner separation of liquid vs fixed assets

We restructured the Overview tables to split Liquid Assets and Fixed Assets more clearly, so the Overview reads the way advisors think during reviews.

New net asset calculations

Two new totals now appear in the Overview for fast, consistent form entry:

• Net Liquid Assets = Liquid Assets − Liquid Liabilities
• Net Fixed Assets = Fixed Assets − Long-term Liabilities

Click any value to copy

All currency values in the Overview panel are now click-to-copy. Copies the numeric value only (no dollar sign), built for quick pasting into forms without cleanup.

Overview indicator

The Overview button now shows a small green indicator when there are notes saved inside, so you can see at a glance when extra context exists.

Where to find it

1. Open a client's Snapshot
2. Click the Overview button—you'll see the status icon if notes exist
3. Review the new Net Liquid Assets and Net Fixed Assets totals
4. Click any currency value to copy it from the table