Snap Projections

Software - N/A, N/A, CA

Snap Projections Details

Snap Projections helps Canadian financial advisors, planners and investment managers deliver efficient, personalized financial plans their clients easily understand and appreciate.It offers comprehensive cash-flow, retirement and decumulation planning capabilities 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. This modern, transparent and customer-centric approach made available by Snap is disrupting the traditional approach to financial planning, making it efficient, collaborative and impactful.

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Employees: 10 - 19
HQ: N/A
Location: N/A, N/A, CA
Revenue: 1 - 2.5 Million
N/A
Snap Projections Technologies
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