Learn how Snap Projections will help you to simplify your planning process, illustrate your value to clients, and grow your practice
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You will learn how to quickly and effectively:
- Provide transparent recommendations for when your clients’ retirement goals are over or underfunded.
- How to Stress Test your projections with randomized or historical data sets.
- Create multiple “what-if” scenarios in real time.
Watch the 20-minute product walk-through
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Snap Projections financial planning software is easy to use, highly transparent, and provides the Advisor with comprehensive flexibility and control. Snap Projections is focused on you, the Advisor, and provides industry-leading customer support to ensure your success.