You asked and the Snap Projections team made it happen. We are thrilled to announce another major feature release: Monte Carlo simulation! We’ve also made significant improvements to randomized and historical Stress Testing. What is Monte Carlo? Monte Carlo...
Artificial intelligence is rapidly finding its way into financial planning practices, and tools like ChatGPT can be incredibly useful for drafting communications, summarizing information, brainstorming ideas, and automating repetitive tasks. But should ChatGPT be used...
Clients assume purchasing power stays constant, but the meaning of “nominal value” shifts across the context of securities, inflation, and share documents. Each context uses the same term, but it means different things. Advisors must communicate with clarity so...
The Canadian wealth industry is entering a new phase—one where transparency is no longer partial, and where performance alone is no longer enough to justify advice. Kaitlyn Lawson, head of practice management with CI Global Asset Management, was quoted in an article...
Snap’s semi-annual promo is here Choosing the right financial planning software is an important decision. It isn’t just about comparing features, it’s about finding a solution that fits naturally into your advice process, helps you deliver better client...
