Tag : Snap Projections

Snap Projections Launches Automated Financial Recommendations, a Strategy Optimization Engine for Canadian Advisors
Finance Investment Services News

Snap Projections Launches Automated Financial Recommendations, a Strategy Optimization Engine for Canadian Advisors

Business Wire
New capability evaluates interconnected financial decisions simultaneously, replacing manual trial-and-error analysis with a single click Canadian Financial Advisors have long known that better outcomes exist for their clients. Finding them efficiently, however, has been a different matter. Snap Projections, a financial planning software platform built for Canadian Advisors, Planners, and Investment......
Sterling Mutuals Allies with CI Financial’s Snap Projections to Boost Financial Planning Capabilities
Finance News

Sterling Mutuals Allies with CI Financial’s Snap Projections to Boost Financial Planning Capabilities

Fintech News Desk
Sterling Mutuals Inc., one of Canada’s largest independent financial services dealers, and Snap Projections Inc., a leader in financial planning software, announce a relationship that enhances the ability of Sterling’s advisors to support their clients with advanced financial planning services. “We are very pleased to partner with Sterling to deliver......
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