What's New?
To enlarge this article to full screen (if you are viewing it in a small window), please click the title of the article.
We're continually making improvements to Snap Projections and many of the changes originate from customer suggestions. We greatly value hearing your feedback and encourage you to let us know what would make Snap Projections more valuable for you. You can send your comments to [email protected] - we are listening!
May 2, 2024 - Release Notes - SnapShots, Report Builder, and 2024 FP Canada Guideline Assumptions
| Summary: |
|---|
The value of your financial projections can be significantly increased through engaging and digestible client reports. Summarizing key aspects of the plan (e.g., assumptions, next steps) provides clients with more confidence and clarity regarding what they need to do next and what they can expect in the future. The new SnapShot feature provides customizable summaries to present an entire projection in 1 to 2 pages. SnapShots can be used as a standalone deliverable or as an executive summary of the larger report.
Watch a 6-minute video for a quick overview of how SnapShots can be used in your reports.
- New Feature
The following screenshot provides an example of how the new SnapShots feature can be used to summarize a large amount of information in a client-friendly manner. The combination of visuals, bulleted text, and headings allows clients to quickly understand the main points and gain a better understanding of the projection. These pages can be used as a standalone deliverable or at the beginning or end of a longer client report.
Watch a 6-minute video for a quick overview of how SnapShots can be used in your reports.
The steps to use SnapShots in your Client Reports are outlined here.
You can also find a detailed explanation of each SnapShot summary and how to customize them here.
- Enhancements
Thank you to everyone who has shared feedback on the recent Report Builder changes. We've made some further enhancements to help make this section more intuitive and optional.
We've adjusted labels and helper text, added icons and filters, and more to allow you to more easily navigate adding, removing, and reordering pages for your Client Reports.
You can find all the details on using the Report Builder available here.
If you don't require the option to reorder pages in the report, you can now Disable the Included Pages section. This will list all available report pages on the Report Editor page in their default order, with the option to add or remove individual pages from there.
- Other Updates
| 2024 FP Canada Guideline Assumptions | The latest (2024) Projection Assumption Guidelines from FP Canada and the Institut québécois de planification financière can now be imported into your projections. You can find more information about adjusting your projection settings and the updated values here. |
| Adjustment to the Equity return calculation in Snap | The FP Canada Guidelines provide return assumptions for several geographic regions. Snap consolidates these to a single Equity return value to provide a default assumption. Previously, this was calculated as an equal weighting of Canadian equities, foreign developed market equities, and emerging market equities. As of this year, we've gathered the required information to adjust the calculation to an equal weighting of Canadian equities, U.S. equities, and foreign market equities. This has shifted weighting away from emerging markets towards U.S. equities to more closely align with most portfolios and to create a more conservative default return assumption. This change applies to the General page, Historical Scenarios, and Randomized Scenarios. |
- Have questions?
Join us at one of our upcoming Q & A sessions, where we typically review new features and create a basic plan.
We're also available for one-on-one support by phone, email, and screen sharing. Reach out to us at [email protected] or 1-888-758-7977 Option 2.
| Back to top |