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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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Transform Client Advice with a SnapShot Report

The 1 page financial plan summary report 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....

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