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Step 1/2: Create your account

Try Snap Projections free for 14 days. Instantly input client data, create reports with your branding, and receive unlimited 1 on 1 support. Only financial professionals are eligible.

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Step 2/2: Payment Information

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“I can create a plan within minutes prior to a client meeting, work on it interactively with them for an hour or so and have it in their inbox on their way home from my office.

I never thought doing it this way was possible due to the limitations of the program I was using prior to Snap.”

Mark Orr, CPA, CA, CFP, CIM
Senior Financial Advisor, Aldershot Financial Group | Aligned Capital Partners