We recently announced the launch of the new SnapShot, Snap’s latest major development. Advisors need and want better client reporting options. Period. Many of you are making short presentations in Canva or PowerPoint. This is no longer necessary. You can get...
Transforming the way financial advice is delivered. 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 in our newest reporting feature, the SnapShot — a one (or two!) page summary...
