Software Updates
You must have or purchase a license key before you can use the latest version of Personal Financial Snapshot.
System Requirements
- macOS running Parallels Desktop for Windows
- 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.
