SNAP PROJECTIONS

snap-projections-logo

Snap Projections offers intuitive financial planning software that helps wealth professionals build customized wealth and retirement plans for their clients. Snap is easy to use, super quick, flexible to model variety of client-specific situations and produces reports clients actually understand and appreciate.

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SNAP PROJECTIONS

Social Links:

Industry:
Financial Services FinTech SaaS Software

Address:
Mississauga, Ontario, Canada

Country:
Canada

Website Url:
http://www.snapprojections.com

Total Employee:
1+

Status:
Active

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Google Font API Google Analytics Apple Mobile Web Clips Icon Google Tag Manager WordPress Content Delivery Network Google Universal Analytics Mobile Non Scaleable Content


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Current Employees Featured

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Pawel Brzeminski
Pawel Brzeminski President and CEO @ Snap Projections
President and CEO
2014-05-01

Official Site Inspections

http://www.snapprojections.com Semrush global rank: 1.28 M Semrush visits lastest month: 23.18 K

  • Host name: 104.26.8.60
  • IP address: 104.26.8.60
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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Sep 5, 2018 Brzeminski, a software engineer, wanted to create something that would allow advisors to have practical conversations with their clients. So he built Snap Projections, which uses projection plans that answer investorsโ€™ core โ€ฆSee details»

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Nov 9, 2024 Snap Projections was thrilled to once again sponsor the annual IAFP Symposium. This year, the team conducted a Symposium Case Study deep-dive through a 2-part webinar โ€ฆSee details»

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Creating Your First Projection - Snap Projections - Support

Oct 31, 2024 5 Enter Incomes. On the Incomes page, you can enter your client's annual employment income and add other income streams such as eligible and non-eligible dividends โ€ฆSee details»

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Introduction to Corporations. The corporate component in Snap Projections was designed to model various holding or operating companies that are Canadian Controlled Private โ€ฆSee details»

(VIDEO TUTORIAL) Getting Started with Snap ... - Snap Projections

Jul 9, 2024 1 Hour Tutorial outline: Introducing the Top 6 Retirement Income Planning Questions (2 min); Scenario Setup - Entering Initial Data (9 min); The Planning Page (4 min); Cash Flow โ€ฆSee details»

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Transparent, easy-to-use, and highly flexible financial planning software for Canadian Financial Advisors & Planners.See details»

Easy-to-use Financial Planning Software Reviews - Snap Projections

"SnapProjections is an incredibly intuitive tool for the advisor that believes a financial plan is a living, breathing process โ€“ not a 50-page plan that their clients will never use. You can sit with โ€ฆSee details»

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