Creating a short and effective Client Report from a template
4:37
YouTubeSnap Projections
Creating a short and effective Client Report from a template
In this short video we demonstrate how to use a popular report template to create your own client report and set it as a default for new scenarios. Not using Snap Projections yet? Canadian Financial Advisors, Planners, and Investment Managers are eligible to start a 14-day Free Trial of Snap Projections financial planning software here: https ...
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