Snap Projections
provides financial and retirement planning solutions to financial advisors, planners and wealth managers... Read moreSnap Projections
provides financial and retirement planning solutions to financial advisors, planners and wealth managers... Read more
News
Oct 31, 2024
Snap Projections Blog
Snap Projections Blog What to do when clients ask: When should I take my government benefits?
Oct 21, 2024
Snap Projections Blog
Snap Projections Blog 4 Hottest New Planning Features Advisors Have Requested
Sep 19, 2024
Snap Projections Blog
Snap Projections Blog Introducing the new Scenario Comparison feature
Sep 19, 2024
Snap Projections Blog
Snap Projections Blog Introducing the SnapShot: a 1 page financial plan report
Sep 19, 2024
Snap Projections Blog
Snap Projections Blog Introducing the SnapShot: a one-page summary report of what your client values most Copy
Sep 04, 2024
Snap Projections Blog
Snap Projections Blog Survey Results: Advisors, personalization is key to client retention. Here are 3 ways to do it quickly.
Aug 28, 2024
Snap Projections Blog
Snap Projections Blog Advisors are saving time & making clients happy with the SnapShot, a one-page financial plan report
Aug 21, 2024
Snap Projections Blog
Snap Projections Blog Advisor Interview: Practice Management & Growth Tips from a top Canadian Financial Planner
Aug 07, 2024
Snap Projections Blog
Snap Projections Blog Advisors: it’s 2024, how would you approach updating a plan from 2019?
Jul 30, 2024
Snap Projections Blog
Snap Projections Blog What makes financial planning software good?
