Software - N/A, N/A, CA
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.
Gmail
Cloudflare DNS
Helpscout
Google Apps
Amazon AWS