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...
On July 23, 2024, the team at Snap hosted this CE-accredited financial planning webinar that had 370 Financial Advisors & Planners register to attend. Live attendance was required to be eligible for the CE Credit. Watch the video here. Canadian Financial...
Have corporate planning discussions with confidence Ever wonder how other Advisors are simplifying corporate planning? Even if you are not currently providing corporate planning, you will still learn a lot during this financial planning tutorial. After watching this...
Do you absolutely love the report produced by your current Canadian financial planning software? If not, you may want to check out the newly released SnapShot feature by Snap Projections. Advisors can now provide their clients with a customized, one or two page...
Learn to confidently discuss corporate planning opportunities with your clients May 14th’s corporate planning webinar had over 500 Advisors register to attend. Attendees got to see two new and exciting planning capabilities during the Case Study — how to create...
