Impress Clients
The Financial Plan Snapshotter automatically extracts key data points from client financial plans and compiles them into standardized snapshot summaries for quarterly reports, annual reviews, and client presentations. This agent pulls asset allocations, goal progress, risk metrics, and projection summaries from your planning software and formats them consistently across your entire book of business.
20 free runs/month · No credit card required
Why do RIAs struggle with financial plan reporting?
Client reports require pulling data from financial planning software, reformatting it for presentation, and ensuring consistency across dozens or hundreds of clients. What should take minutes often consumes hours of staff time each reporting cycle.
Manual Data Extraction
Staff must log into planning software, navigate to each client's plan, and manually copy key metrics into report templates. This repetitive process multiplies across your entire client base every quarter.
Inconsistent Formatting
Different team members format plan summaries differently, leading to inconsistent client experiences. Some reports highlight certain metrics while others omit them entirely.
Stale Data in Reports
By the time staff manually compile all snapshots, market movements may have shifted the numbers. Clients receive reports that don't reflect their current position.
How PitCrew Addresses This
Automatically extracts plan data from your financial planning software - no manual copying required
Applies your firm's standardized template to every snapshot, ensuring consistent formatting across all client reports
Generates snapshots on-demand or on schedule, so reports always reflect current plan data
How does the Financial Plan Snapshotter work?
Connect
The agent integrates with your financial planning software - whether MoneyGuidePro, eMoney, RightCapital, or others. It securely accesses client plan data using your existing credentials and permissions.
Extract
When triggered for a report, the agent pulls the relevant data points: current allocations, goal funding status, projected outcomes, risk scores, and any custom metrics you've defined as important.
Format
The extracted data is mapped to your firm's snapshot template. Charts, tables, and summary text are generated automatically following your brand standards and preferred layout.
Deliver
The completed snapshot is ready for inclusion in client reports. It can be exported as a PDF section, inserted into your reporting platform, or queued for advisor review before distribution.
What Does the Output Look Like?
Sample output below uses anonymized data to show the actual report format.
Summit Financial Partners
CRD #178234 | Denver, CO
| Check | Status |
|---|---|
| Portfolio Value | PASS |
| Retirement Readiness | PASS |
| Education Funding | FLAG |
| Insurance Coverage | PASS |
| Estate Documents | DISCREPANCY |
| Tax Efficiency | PASS |
Suggested Action
Review education funding gap with client and discuss 529 contribution increase or timeline adjustment.
What Does This Agent Do?
Multi-Source Extraction
Pulls data from MoneyGuidePro, eMoney, RightCapital, and other major planning platforms automatically.
Client-Ready Formatting
Transforms raw plan data into polished summaries with clear visualizations and plain-language explanations.
Progress Tracking
Compares current snapshot to previous periods, highlighting goal progress and portfolio changes.
Action Item Flagging
Identifies planning gaps, upcoming milestones, and items requiring client discussion or advisor attention.
Export Flexibility
Generate PDF reports, presentation slides, or client portal content with consistent branding.
Works with Your Existing Stack
MoneyGuidePro
PlannedeMoney Advisor
PlannedRightCapital
PlannedOrion Planning
PlannedRedtail CRM
PlannedWealthbox
PlannedWhen do RIAs use the Financial Plan Snapshotter?
Quarterly Client Reviews
Situation
Your firm sends quarterly performance reports to all clients, and each report needs a one-page financial plan summary showing goal progress and allocation drift.
Without PitCrew
A staff member spends two full days logging into the planning system for each client, copying data into Word templates, and formatting charts manually.
With PitCrew
The agent generates all client snapshots in minutes. Staff reviews the batch for any flagged anomalies and approves them for inclusion in reports.
Annual Review Preparation
Situation
An advisor has six annual review meetings scheduled next week and needs updated plan summaries for each client's meeting packet.
Without PitCrew
The advisor or their assistant spends an hour per client pulling current plan data, updating last year's summary document, and checking for accuracy.
With PitCrew
The advisor requests snapshots for all six clients. Within minutes, each meeting packet has a current, consistently formatted plan summary ready for discussion.
Frequently Asked Questions
Which financial planning software does this agent support?
The Financial Plan Snapshotter integrates with major planning platforms including MoneyGuidePro, eMoney Advisor, RightCapital, and Orion Planning. If you use a different platform, contact us to discuss integration options.
Can I customize which data points appear in the snapshot?
Yes. You define your snapshot template with the specific metrics that matter to your firm and clients. Common fields include asset allocation, goal funding percentages, Monte Carlo success rates, and projected retirement income - but you control what's included.
How does the agent handle clients with multiple financial plans?
The agent can generate snapshots for specific plans or consolidate data across multiple plans for the same household. You configure the default behavior, and advisors can override it for individual reports when needed.
What if the planning data looks incorrect in a snapshot?
The agent flags potential data anomalies - such as missing allocations or goal funding percentages outside normal ranges - for human review. These flags appear before the snapshot is finalized, giving your team a chance to verify the source data.
Can snapshots be generated automatically on a schedule?
Yes. You can configure the agent to generate snapshots for all clients or specific segments on a recurring schedule - such as the first Monday of each quarter. Snapshots are queued for review or automatically added to your reporting workflow.
Turn Complex Plans into Clear Snapshots
Stop spending hours reformatting financial plans for client meetings. Let AI extract the key metrics and create presentation-ready summaries.
Join the Waitlist✓ Generate snapshots in seconds, not hours
✓ Consistent formatting across all client reports