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. You can watch the replay here. ...
Learn to confidently have corporate planning discussions with your clients. Easily model the impact of the proposed changes to the capital gains inclusion rates, explore potential benefits of corporately-owned life insurance, and instantly create customized one or two...
Do you absolutely love the report produced by your current Canadian financial planing 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...
When customizability meets time savings. The reports generated by financial planning software are too long. Even though Snap’s comprehensive reports are client friendly and easy to understand, the reality is that for many clients, even a 5-page report is still...
