You must have or purchase a license key before you can use the latest version of Personal Financial Snapshot.
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.
Compare an individual’s current financial situation with The Five Principles of Personal Finance.
Built in Future Value, Present Value, Payment, Interest, and Periods calculators, as well as a Variable Rates Calculator.
Use the built-in calculators and Strategy Worksheet to compare and contrast ideas and strategies in an easy to understand format.
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.
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!
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.