Benefits of Software

Features To Help You Meet Your Fiduciary Responsibility


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-specified 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 Financials 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.

Software Download

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

Snapshot Build 1.9.7989.39242 (November 2021)

Now works on macOS running Parallels Desktop for Windows!

System Requirements

  • PC running Windows 7 or later, x86 or x64 versions
  • Compatible with macOS running Parallels Desktop for Windows
  • 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 (
  • Monitor resolution of 1024×768 or greater is recommended
  • At least 10 MB of available disk space

Additional Resources

Download Windows Installer 4.5
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