How to Build Financial Plans FASTER & Model Sequence of Returns Risk with Snap’s Brand New Design
— Join us on Tuesday, May 24th at 11am ET for an Exclusive Live Session —
What would the impact be if you could conduct comprehensive financial planning FASTER for every single client? Building plans is now quicker and easier than ever before with Snap’s newly redesigned dashboard & workflow.
In this free workshop, we will work through a Case Study together & you will learn how to:
- Quickly & easily build comprehensive financial & retirement income plans with Snap’s highly-intuitive dashboard, saving you time with every plan you create.
- Model & educate your clients on the sequence of returns risk.
- Show your clients how to make tax-efficient withdrawals in retirement.
- Answer your clients top 6 most important questions.
Register for the Live Session
What Our Customers Say
“The ability to manipulate the data with a client watching is what I enjoy most about Snap Projections. The data entry is simple, and it’s easy to provide clients with a meaningful report after working in Snap Projections together. You can tell the developers at Snap work closely with advisors to help them provide clients with a meaningful understanding of their overall retirement and estate picture.”
John Booth, CPA, CA, CFDS, CFP
Senior Financial Advisor, Aldershot Financial Group | Aligned Capital Partners
“I have tried many financial planning software packages over the last 20 years. I wanted financial planning software that provided accurate and meaningful output but was user friendly. Snap Projections was the first I have seen that provided these attributes to help me and my team run my financial planning business. I am very happy that I’m using Snap.”
Cam Forer, CFP
Investment Planning Counsel
“Snap Projections answers all the cash flow modelling questions we have thrown at it so far. It explains very well the essential cog in the financial planning gearbox that most other financial projections software completely miss – what do I need to do now and in the future to ensure I have the necessary cash flow to keep my household functioning. Finally, Snap is really easy to use.”
Lenore J. Davis, MA, CFP, RFP
Senior Partner, Dixon, Davis & Company, Chairman of the Institute of Advanced Financial Planners (IAFP)
“Snap Projections so far has reduced my time to develop retirement projections to about a quarter (or less) of the time I used to spend with FP Solutions by CCH. It provides exactly what I need for my clients. Snap allows me to spend more time assisting my clients in moving forward instead of doing back office work. It will also allow us to track the annual progress.”
Diane Dekanic, MBA, CFP, RFP
President, Financial Health Management
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Who We Are
Snap Projections is a financial & retirement planning software platform. We help great financial advisors grow their assets under management and receive more referrals through effective financial planning.
Snap is an easy to use yet comprehensive financial planning platform for asset accumulation and decumulation. It uses interactive and client-friendly presentations, allowing you to show your clients their whole life on one page and compare multiple “what-if” scenarios with one click.
Join us for this live exclusive live session on Tuesday, May 24th at 11am ET.