Snap Projections was thrilled to once again sponsor the annual IAFP Symposium. This year, the team conducted a Symposium Case Study deep-dive through a 2-part webinar series. The Case Study, May The Wealth Be With You, can be downloaded here. This case holds some...
As we enter Q4 (hard to believe) I thought it would be helpful to put together a quick summary of the major product developments our Advisors have been the most excited about over the last 12 months, in case these are functionalities you need. There have been...
Instantly compare up to 5 scenarios with tables and visual charts. As an Advisor, you already know that the fundamental reason for creating multiple scenarios is to illustrate how they impact meaningful outcomes for your clients over time, and to help inform them of...
Transform the way financial advice is delivered with a 1 page report. With Snap, you’ve always been able to show your clients their whole life on one page. Now, you can create that same client experience using our newest reporting feature, the SnapShot — a 1 page...
If you want to retain clients long-term, personalization is key. But what exactly does that mean? And how can you provide it? In a recent article that was published by Investment Executive, Clients stick with advisors because of personalization: survey, it was...
