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Mar 17, 22 (Updated: Sep 19, 22)

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1. Snapprojections.com
Critic 1 year ago

Easy to use yet comprehensive financial planning software for Canadian financial advisors. Simplify your planning process, easily illustrate your value to ...

Social Handles

Page Status Information

Checked At HTTP Status Code Connect Time (ms) Result
2024-02-18 03:17:14 403 126 Temporarily Down
2024-02-14 23:50:30 403 62 Temporarily Down
2024-02-06 07:50:29 403 13 Temporarily Down
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2. Ppi.ca
Populist 1 year ago

Stratosphere | PPI

https://www.ppi.ca/stratosphere

Snap Projections. LOGIN | financial goal assistant. Educate clients and help manage behaviour more effectively with Snap Projections by comparing where they ...

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3. Crunchbase.com
Critic 1 year ago

Snap Projections - Crunchbase Company Profile & Funding

https://www.crunchbase.com/organization/snap-projections

Snap Projections offers intuitive financial planning software that helps wealth professionals build customized wealth and retirement plans for their clients ...

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4. Newswire.ca
Reviewer 1 year ago

WealthBar acquires Snap Projections ... - Newswire.CA

https://www.newswire.ca/news-releases/wealthbar-acquires-snap-projecti...

Snap Projections offers intuitive financial planning software that helps wealth professionals build customized wealth and retirement plans for ...

4
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5. Glassdoor.ca
Explainer Chennai, India 1 year ago

Working at Snap Projections | Glassdoor

https://www.glassdoor.ca/Overview/Working-at-Snap-Projections-EI_IE214...

Snap Projections Overview · Website: www.snapprojections.com · Headquarters: Edmonton, Canada · Size: 1 to 50 Employees · Type: Unknown · Revenue: Unknown / Non- ...

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6. Flexjobs.com
Organizer 1 year ago

Snap Projections - Remote Work From Home & Flexible Jobs

https://www.flexjobs.com/remote-jobs/company/snap_projections

Snap Projections is a Canada-based financial services company that assists wealth managers, planners, and financial advisors in keeping clients invested ...

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7. Learnedly.com
Teacher 1 year ago

Snap Projections: Getting Started (LCI00P02)

https://vpi.lms.learnedly.com/catalog/info/id:246

CE Credits: 1.0 Accreditation Number: 6135 CE Credit Type: Professional Development. Content. 1 Introduction 6 Most Common Financial Planning Questions ...

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8. Weworkremotely.com
Scholar Singapore 1 year ago

Snap Projections - We Work Remotely

https://weworkremotely.com/company/snap-projections

By enabling complex financial planning calculations through a modern, intuitive, and powerful interface, Snap Projections equips advisors with a means to ...

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9. Betakit.com
Announcer 1 year ago

Snap Projections acquired by FinTech startup WealthBar ...

https://betakit.com/snap-projections-acquired-by-fintech-startup-wealt...

Sign up for the BetaKit Newsletter · Canadian Tech Jobs · Latest Posts · Connect with BetaKit · Sign up for the BetaKit Newsletter.

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10. Owler.com
Disciplined Tempe, AZ 1 year ago

Snap Projections's Competitors, Revenue, Number of ... - Owler

https://www.owler.com/company/snapprojections

Snap Projections's Profile, Revenue and Employees. Snap Projections provides financial and retirement planning solutions to financial advisors, planners and ...

6
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11. Datanyze.com
Guru Bangalore, Karnataka, India 1 year ago

Snap Projections Company Profile - Datanyze

https://www.datanyze.com/companies/snap-projections/369202145

Snap Projections helps financial advisors, planners and wealth managers educate their clients to help them make better financial decisions through a simple ...

1
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12. Rocketreach.co
Editor 1 year ago

Snap Projections Information - RocketReach

https://rocketreach.co/snap-projections-profile_b559a089f9c176d2

Snap Projections Revenue: $1.00 Million | Employees: 12 | Industry: Brokerage, Software, Finance | View Snap Projections's full company profile >>>

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13. Zoominfo.com
Organizer San Francisco, CA 1 year ago

Snap Projections: Employee Directory | ZoomInfo.com

https://www.zoominfo.com/pic/snap-projections-inc/369202145

Snap Projections corporate office is located in 100-4310 Sherwoodtowne Blvd, Mississauga, Ontario, Canada and has 13 employees.

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14. Pitchbook.com
Informed 1 year ago

Snap Projections Company Profile: Acquisition & Investors

https://pitchbook.com/profiles/company/338595-40

Developer of financial planning software based in Mississauga, Canada. The company offers intuitive software that helps financial advisors, planners and wealth ...

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15. S3.amazonaws.com
Scholar Nancy, France 1 year ago

Snap Projections Financial Planning Questionnaire - Amazon ...

https://s3.amazonaws.com/helpscout.net/docs/assets/57ec8f17c697914f210...
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16. Mondaq.com
Refiner Richmond Hill, Ontario, Canada 1 year ago

Snap Projections Acquired By WealthBar Financial Services

https://www.mondaq.com/canada/financial-services/860650/snap-projectio...

Login to Mondaq.com · Why Register with Mondaq · Your Organisation · Canada: Snap Projections Acquired By WealthBar Financial Services.

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17. Bloomberg.com
Curious 1 year ago

WealthBar acquires Snap Projections, furthering its ...

https://www.bloomberg.com/press-releases/2019-10-21/wealthbar-acquires...

WealthBar acquires Snap Projections, furthering its commitment to making quality financial advice available to all Canadians Canada NewsWire ...

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18. Capintel.com
Populist Berlin, Germany 1 year ago

Top Financial Planning Software for Advisors - CapIntel Blog

https://blog.capintel.com/top-financial-planning-software-for-advisors...

By enabling nuanced financial planning calculations through a modern, intuitive, and powerful interface, Snap Projections equips advisors with a ...

5
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19. Privatebankerinternational.com
Announcer 1 year ago

WealthBar buys financial planning software firm Snap ...

https://www.privatebankerinternational.com/news/wealthbar-buys-snap-pr...

WealthBar Financial Services, a Canadian wealth management platform, has snapped up financial planning software provider Snap Projections.

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20. Woodgate.com
Curious 1 year ago

Snap Projections: How To Compete & Win In The Canadian ...

https://www.woodgate.com/articles-publications-financial-advisors-toro...

https://snapprojections.com/podcast/006-compete-win-canadian-hnw-segment/. In order to succeed in the financial advisory field, you need to ...

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21. Findwork.dev
Announcer 1 year ago

Hiring Account Executive | Snap Projections - Findwork

https://findwork.dev/76972/account-executive-at-snap-projections?relat...

Snap Projections is hiring a Account Executive in remote. The tech stack includes .

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22. Getlatka.com
Teacher Berlin, Germany 1 year ago

How Snap Projections hit $422.3K in Revenue. - GetLatka

https://getlatka.com/companies/snap-projections

Snap Projections offers intuitive financial planning software that helps wealth professionals build customized wealth and retirement plans. Monthly Revenue ...

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Recent Tweets By pawelwb

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@pawelwb Denmark Lifts All COVID-19 Travel Restrictions, Becoming First EU Country to Do So - https://t.co/nQLYVemq68 https://t.co/DFoomgcfQg
2022-02-13 00:00:00
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@pawelwb Did Mask Mandates Work? The Data Is In ... And the Answer Is 'No' - Bloomberg https://t.co/VoL46VT839
2022-02-13 00:00:00
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@pawelwb @jordanbpeterson nailed it https://t.co/iGbiERLeTf
2022-02-12 00:00:00
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@pawelwb Lockdowns only reduced COVID deaths by 0.2 per cent, Johns Hopkins study finds https://t.co/osh52suEnY
2022-02-11 00:00:00
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@pawelwb @jkenney @fordnation your turn
2022-02-09 00:00:00
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@pawelwb @Travisdhanraj @CPC_HQ @CandiceBergenMP @JustinTrudeau Did @JustinTrudeau lost his mind? Is this for real? Is he in denial? How any person of any level of intelligence can listen to him and support what he has done to ALL Canadians?
2022-02-08 00:00:00
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@pawelwb @JoelLightbound Thank you for your leadership and courage @JoelLightbound. I hope more of your colleagues will join you on your mission to re-evaluate the approach to the pandemic and create a better path forward.
2022-02-08 00:00:00
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@pawelwb @PierrePoilievre Thank you @PierrePoilievre. You are a true leader and I look forward to the day when you became our new Prime Minister.
2022-02-06 00:00:00
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@pawelwb @GarnettGenuis Well said
2022-02-06 00:00:00
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@pawelwb @max_ironwill Beautiful
2022-02-05 00:00:00
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@pawelwb @PassivTeam @ycombinator Congratulations! Fantastic news!
2022-02-04 00:00:00
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@pawelwb @JFN1971 This is hilarious
2022-02-01 00:00:00
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@pawelwb Superb. To help Canadians defer taking their gov’t benefits, change the default assumption around taking CPP/QPP/OAS so default is 70 (not 65), if you take earlier you get penalized, Dr. Bonnie-Jeanne MacDonald, Director of Financial Security Research #FPW2020 by @OfficialFPCan
2020-11-18 00:00:00
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@pawelwb I find this chart incredibly interesting, ~30% take CPP at 60, then it drops at 61-64 to 5% and goes up to ~35% at 65. Would be interesting to see if the OAS distribution between 65 and 70 is similar. https://t.co/TcpZMFptcD
2020-11-18 00:00:00
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@pawelwb Fantastic insights into why Canadians take their gov’t benefits CPP/QPP/OAS before the age of 65 by Dr. Bonnie-Jeanne MacDonald, Director of Financial Security Research, National Institute on Ageing at #FPW2020 by @OfficialFPCan.
2020-11-18 00:00:00
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@pawelwb @CameronPassmore @RetirementQuant @benjaminwfelix @RationalRemind I do feel the tax aspect needs to be addressed, maybe in a next episode?, as it is such a key component of financial & retirement planning.
2020-10-29 00:00:00
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@pawelwb @CameronPassmore @RetirementQuant @benjaminwfelix @RationalRemind Fantastic episode, really enjoyed the conversation and specifically the comments on the 4% rule.
2020-10-29 00:00:00
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@pawelwb @globeinvestor @rcarrick 3. While it may be hard to sell a 5k plan initially, it might be a lot easier to start w/ a $500 modular planning engagement to qualify the client and offer a comprehensive plan as an add-on to the initial engagement.
2020-10-29 00:00:00
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@pawelwb @globeinvestor @rcarrick 2. The solution can be exactly as mentioned in the article by having an optimized process for modular planning focused on answering specific questions, for example "can I afford to buy a house and am I on track to have enough retirement income?
2020-10-29 00:00:00
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@pawelwb @globeinvestor 1. Fee-for-service model is hard to scale, from our experience working with planners, and as @rcarrick suggests, because by nature it is non-recurring (unlike 1% AUM). However, with good marketing and optimized processes, you CAN make a good living by serving on the middle-class.
2020-10-29 00:00:00
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Updated
1 year ago
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