This was the Snap Projections presentation for the 2024 Canadian Advisor Tech Expo. We were a Silver Sponsor of this fantastic event this year.
Canadian Financial Advisors, Planners, and Investment Managers are eligible to start a 14-day Free Trial of Snap Projections financial planning software here: bit.ly/Advisor-14-day-free-trial
Advice delivery problems:
Problem 1: The client isn’t getting what they need from the reporting experience because it’s too long for them to digest.
Problem 2: The Advisor is spending hours building customized short reports and presentations in-house to provide the advice delivery experience the client wants.
No one wins.
The outcome? Either the client doesn’t have the planning experience they want, or the Advisor has to spend hours and hours creating it.
The SnapShot solves this problem. Check it out.
Canadian Financial Advisors, Planners, and Investment Managers are eligible to start a 14-day Free Trial of Snap Projections financial planning software here: bit.ly/Advisor-14-day-free-trial