Personal Financial Snapshot Pricing

Ask about our discounts for groups and general agencies — [email protected]

Snapshot Software

$ 165

Per Month (Paid Annually), Plus Tax if Applicable
  • $1,980 Paid First Year
  • $996 Annual Renewal Fee
  • 365 Day License
  • One Computer/One User
  • Windows Only
Start Your Free 30-Day Trial

Snapshot Software Plus

$ 206

Per Month (Paid Annually), Plus Tax if Applicable
  • $2,472 Paid First Year
  • $1,496 Annual Renewal Fee
  • 365 Day License
  • Two Computers/One User
  • Windows Only
Start Your Free 30-Day Trial

Price Comparison

Personal Financial Snapshot
$1,980 First Year
$996/year Renewal
10 Year Cost = $10,944
Money Guide Pro
$1,990 First Year
$1,990/year Renewal
10 Year Cost = $19,900
Circle of Wealth
$4,000 Two Years
Two Year Contract
10 Year Cost = $20,000
LEAP Wealth in Motion
$2,988 First Year
$2,988/year Renewal
10 Year Cost = $29,880
Advicent-Navi Plan
$2,195 First Year
$2,195/year Renewal
10 Year Cost = $21,950

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