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Provide clients with complex planning needs peace of mind

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...

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New Scenario Comparison Feature

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...

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Introducing SnapShot: 1 Page Financial Plan Report

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...

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3 Ways Advisors Can Personalize for Client Retention

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...

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