Snap Projections

www.snapprojections.com

Snap Projections helps Canadian financial advisors, planners and investment managers deliver efficient, personalized financial plans their clients easily understand and appreciate. It offers comprehensive cash-flow, retirement and decumulation planning capabilities while remaining easy to use, interactive, and client-friendly. Snap allows planners to effortlessly implement both simple and complex financial plans, which can be easily adjusted in real-time during an in person engagement or in a virtual meeting. This modern, transparent and customer-centric approach made available by Snap is disrupting the traditional approach to financial planning, making it efficient, collaborative and impactful.

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Snap Projections helps Canadian financial advisors, planners and investment managers deliver efficient, personalized financial plans their clients easily understand and appreciate. It offers comprehensive cash-flow, retirement and decumulation planning capabilities while remaining easy to use, interactive, and client-friendly. Snap allows planners to effortlessly implement both simple and complex financial plans, which can be easily adjusted in real-time during an in person engagement or in a virtual meeting. This modern, transparent and customer-centric approach made available by Snap is disrupting the traditional approach to financial planning, making it efficient, collaborative and impactful.

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Country

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City (Headquarters)

Mississauga

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Employees

1-10

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Founded

2014

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Social

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Potential Decision Makers

  • President and Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Marketing Lead

    Email ****** @****.com
    Phone (***) ****-****
  • Customer Success Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Product Manager

    Email ****** @****.com
    Phone (***) ****-****

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