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Snap Projections

By Snap Projections

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See all 1 Snap Projections reviews
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Snap Projections Reviews & Product Details

Snap Projections Media

Snap Projections Demo - Show your clients their whole life on one page
Make quick updates and real-time changes to client projections all on one page without going through multiple tabs or extra pages. Save time, engage more clients and deliver better financial advice.
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Snap Projections Reviews (1)

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Snap Projections Reviews (1)

5.0
1 reviews
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Matt P.
MP
Financial Teacher
Small-Business (50 or fewer emp.)
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"Intuitive to learn and a powerful tool to share with clients"
What do you like best about Snap Projections?

Snap is so well designed and easy to learn that I share my screen and build multiple plans with my clients. This sets me apart from other planners and my clients actually stick to the plan because they thoroughly understand it.

Being a new financial planner, I have had a few questions along the way. The staff at Snap routinely respond with a clear solution to my problem within hours. Exceptional customer service. Review collected by and hosted on G2.com.

What do you dislike about Snap Projections?

I have yet to find a significant weakness with Snap. One suggestion I have made is the ability to organize clients into groups rather than have them on one big list. The staff have responded saying that this feature is coming in the near future. Review collected by and hosted on G2.com.

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