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NEW FEATURERecommendations: instantly provide options when goals are over or underfunded!

Full Power of Snap in 5 minutes

Educate and fully engage your clients, and receive more referrals

 

“Snap allows me to better serve my clients by allowing me to efficiently and cost-effectively deliver retirement income analysis.

Thanks to Snap’s streamlined data entry and practical report templates I can easily offer more planning to more clients.”

Michael Berton, CFP, RFP, CLU, CHS

Senior Financial Planner, Assante Financial Management Ltd.

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