Financial Snapshots 1.5 was available to download from the developer's website when we last checked. We cannot confirm if there is a free download of this software available. We recommend checking the downloaded files with any free antivirus. The actual developer of the software is Vick and Associates, Inc. The program belongs to Business Tools.
From the developer:
New technology to allow you and your clients to do a financial analysis quickly, easily and accurately.
The categories are arranged to distinguish between non-retirement assets from retirement (IRA's, 401k's, etc.) assets. The retirement assets are typically found under the headings of "Qualified Plans" and "Annuities". The ABC’s are clearly delineated as part of the whole, along with Investable Assets, and Net Worth.
You may want to check out more software, such as Crown Money Map™ Financial Software, HELIOS Financial or Video Snapshots Genius, which might be similar to Financial Snapshots.
Finances
Investment Tools