Canadian Financial Advisors, Planners, and Investment Managers are eligible to start a 14-day Free Trial of Snap Projections here: https://bit.ly/SnapShot-free-trial

Do you like showing your clients their whole life on one page? Then you will love SnapShots!

This unique new feature allows you to create report summaries that focus on the most important aspects of the plan and can fit on one sheet of paper.

You can include it as an executive summary within a larger report or use it as a standalone deliverable.