Software Updates

You must have or purchase a license key before you can use the latest version of Personal Financial Snapshot.

System Requirements

  • PC running Windows 7 or later, x86 or x64 versions
  • Will not run on systems running Windows RT
  • .NET Framework 4.5 must be installed
  • Windows 8 and above include it by default
  • Windows 7 users may need to download and install it (https://www.microsoft.com/en-us/download/details.aspx?id=30653)
  • Monitor resolution of 1024×768 or greater is recommended
  • At least 10 MB of available disk space

When downloading and installing the software you may encounter security warnings from either your computer or anti-virus software. View a brief tutorial to walk you through setup.

View Security Tutorial

Personal Financial Snapshot

Features to help you meet your fiduciary responsibility.

Compare

Compare an individual’s current financial situation with The Five Principles of Personal Finance.

Calculate

Built in Future Value, Present Value, Payment, Interest, and Periods calculators, as well as a Variable Rates Calculator.

Strategies

Use the built-in calculators and Strategy Worksheet to compare and contrast ideas and strategies in an easy to understand format.

Un-Biased

Not product-specific driven. You and your clients have the ability to evaluate and recommend whichever course of action you feel is best for your client’s particular situation.

Questionaire

Comprehensive Financial Questionnaire. The software includes a downloadable/printable Confidential Financial Questionnaire. Easily email the questionnaire to clients. No stone is left unturned in this questionnaire!

Your Logo

Tired of using software that has another company’s name on it? Increase mindshare and coordination by embedding your own company logo into the software, any printouts, and the questionnaire.