Transparent, highly flexible, and easy-to-use financial planning software for Canadian Financial Advisors, Planners, and Investment Managers.
Snap Projections helps Financial Advisors, Planners and Investment Managers grow their practices and increase referrals through effective financial planning.
With Snap, Advisors can deliver efficient, personalized financial plans their clients value and can easily understand.
Snap provides comprehensive cash-flow planning, goals-based planning, automated Recommendations, Stress Testing, retirement planning, accumulation and decumulation planning capabilities, and much more — all while remaining easy to use, interactive, and client-friendly.
Snap allows planners to effortlessly implement both simple and complex financial plans, which can be easily adjusted in real-time during an in person engagement or in a virtual meeting.
Le logiciel de planification financière Snap Projections est désormais disponible en français et en anglais.
Logiciel de planification financière transparent, très flexible et facile à utiliser pour les conseillers financiers, les planificateurs et les gestionnaires de placements canadiens.
Snap Projections aide les conseillers financiers, les planificateurs et les gestionnaires de placements à développer leurs activités et à augmenter le nombre de recommandations grâce à une planification financière efficace.
Avec Snap, les conseillers peuvent fournir des plans financiers efficaces et personnalisés que leurs clients apprécient et peuvent facilement comprendre.
Snap offre des fonctionnalités complètes de planification des flux de trésorerie, de planification basée sur les objectifs, de recommandations automatisées, de tests de résistance, de planification de la retraite, de planification de l'accumulation et de la décumulation, et bien plus encore, tout en restant facile à utiliser, interactif et convivial.
Company Details
- Employees
- 9
- Founded
- -
- Address
- Mississauga, On L4z 4c4, Ca
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- snapprojections.com
- Keywords
- financial planning, retirement income planning, financial planning software, Canadian financial planning software, French language, English, tax planning software, logiciel de planification financière.
- HQ
- Mississauga, ON
Snap Projections Questions
Snap Projections's website is snapprojections.com
Snap Projections's LinkedIn profile is https://ca.linkedin.com/company/snap-projections
Snap Projections has
9 employees.
View email and phone details for 9
employees at Snap Projections.
Snap Projections's industry is
Software Development
Snap Projections's top competitors are
Mackenzie Investments,
Ci Financial,
Voyant,
Conquest Planning,
Oxio,
Ripple Financial Planning,
Raisely,
Sutton Group,
Apex Systems,
Objectway Razorplan.
Snap Projections's categories are Software Development
Snap Projections's founding year is 2014
