Client Financial Summary

Upload an Orion Snapshot Summary and/or paystubs to generate a comprehensive 1-page summary

Orion Snapshot Summary

Upload the client's Orion Snapshot Summary PDF to include investment account details

Paystubs

Upload paystubs from any employer. AI will extract the income data automatically.

Upload at least one file to continue

How it works

  1. Upload your client's Orion Snapshot Summary PDF (optional)
  2. Upload paystubs from any employer - our AI will extract the data (optional)
  3. Review and edit the extracted data as needed
  4. Generate a professional 1-page summary to print or save as PDF