The SnapShot: a one-page financial plan report
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See what a customizable, one-page financial plan report looks like.
You will receive the one-page financial plan report, the two-page quarterly review, and the one-page Executive Summary as part of the comprehensive financial plan report.
The best part? These reports are created instantly from your projection data. No additional work is required to create them. Stop wasting hours creating customized one or two page reports. Use SnapShots instead!
Clients, Partners & Affiliations
What Financial Advisors and Planners Say About Snap Projections
“As a physician turned financial planner, I am well-acquainted with the frustrations and bad outcomes that can result from software that doesn’t perform well when you need it. My experience with Snap has been exactly the opposite. Even as a beginner, I was up and running after just a few practice scenarios.
Matt Poyner
Financial Planner
“I will vouch: the client service is stellar from Snap Projections. I submitted a case consult request and had someone on the phone within 15 minutes to resolve it! When one submits an online support request, there’s sort of an expectation that someone will get back to you within a couple of business days, but Snap is so responsive.”
Kelsey Smart, CFP
Principal, Smart Investments
“Snap Projections has the best support system of any Financial Planning software that I have used and I must have used nearly 10 of them. Snap’s support is far superior, providing quick and helpful support. For example, with another provider, I would have to set up support calls a day in advance but with Snap I really like the ability to call in and get help right away.”
Margaret Richards, CFP
Richards Financial
