Planning Page Updates - Expand and Collapse Sections

Now there is more information available on the Planning pages to enhance your client conversations.
Expand sections for more detail and collapse them for summaries and totals. Navigate more easily by clicking column headers to go directly to that page under Scenario Setup.

Not using Snap Projections yet? Canadian Financial Advisors, Planners, and Investment Managers are eligible to start a 14-day Free Trial of Snap Projections financial planning software here: https://bit.ly/Advisor-14-day-free-trial

Don’t worry, we offer a 30-day money-back guarantee if you’re not totally satisfied.

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