In this video, you are going to witness how a basic financial plan can be built from end to end, in just 5 minutes using Snap Projections financial planning software. Canadian Financial Advisors, Planners, and Investment Managers are eligible to start a 14-day Free...
In this previously recorded session, the Snap Customer Support team is addressing commonly asked financial planning questions that come from Snap users. Snap users are Canadian Financial Advisors, Planners, and Investment Managers. This was filmed on January 10, 2024....
As a Financial Advisor, Planner, or Investment Manager, how can you best help and prepare your clients for their futures? Every client, every case, is going to be completely unique. While yes, there will be commonalities and themes, what truly matters to each...
If a client asks, how much more do I need to start saving in order to meet my retirement goals? and their Advisor can’t tell them, it’s a problem. If it takes them a long time to determine the answer, that’s a problem, too. Advice expected but not...
Here at Snap, we’ve always tried to keep things simple — especially when it comes to the use of our financial planning software. We’ve always pushed to ensure we keep it simple to use, but that does not mean sacrificing features and flexibility. Because...
As a Financial Advisor, Planner, or Investment Manager, you already know how important it is to invest in your own professional development to continuously improve and update your skills and knowledge. Part of that is going to include staying ahead of industry changes...