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Snap Projections home page.

Grow AUM and Referrals with Financial Planning Software

Transparent, easy-to-use, and highly flexible financial planning software for Canadian Financial Advisors & Planners.
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Clients, Partners & Affiliations
  • CI Assante Wealth Management
  • Aligned Capital Partners
  • Sterling Mutuals
  • PPI
  • IA Private Wealth
  • Investment Planning Counsel
  • Libro Credit Union
  • Journey Wealth
  • WFCU
  • SISIP Financial
  • Vermillion Credit Union
  • RGF Integrated Wealth Management
  • Swan Valley Credit Union
  • Money Coaches Canada
  • Access Credit Union
  • Duca
  • Mainstreet Credit Union
  • CI Direct Investing

Before & After Snap Projections

BEFORE

Wasted time

Are you wasting time with Excel or cumbersome, hard to use financial planning software to produce financial plans that are never read? Does it take you hours to enter the data and build the projections? When you have a question, are you stuck waiting days for help before you can continue?

Confused clients

Are your current software’s calculations and methodologies transparent, allowing you to confidently present to your client? Are you able to answer client questions quickly? Are your clients confused by lengthy, complicated reports? Today’s clients don’t want complex, 50+ page reports.

Unengaged prospects

Are you struggling to engage prospects because you don’t show value in that first meeting? Are you failing to receive valuable referrals from ideal clients because they are not feeling confident and emotionally connected to their plan? Unengaged prospects means no AUM growth.

AFTER

Hours saved every week

Create optimized financial plans and what-if scenarios quickly and efficiently with our software for financial planning. Reduce repetitive manual tasks and save 5-10 hours per plan with automated optimizations and AI-driven financial planning that keeps you in control.

Increased client engagement

Use interactive charts and  tables to easily communicate projections, choices, and outcomes. Personalize the level of detail so clients are engaged but not overwhelmed. Provide clients with one or two-page SnapShot reports with actionable to-dos. Answer client questions in real time.

Growth in your AUM

Effortlessly generate high quality referrals from friends & family. Provide tangible results and value that clients want to share. Use the software to wow prospects, producing quality projections in just 5 to 10 minutes. Convert more prospects to clients and grow your practice.

Request a demo or start a free trial

Learn how to increase client satisfaction, save time and generate more referrals. Request your financial planning software demo today, or sign up for a free trial.

Get a Free Trial
Book a Demo
Show options and optimize client outcomes with Lifestyle and Financial Recommendations. Instantly answer questions such as, “When should I take my CPP?” with transparency and control over the plan.

Automated lifestyle and financial recommendations

Show multiple options and optimize client outcomes with automated Lifestyle and Financial Recommendations. Instantly answer questions such as, “When should I take my CPP?” or “How much can I afford to spend in retirement?” with transparency while maintaining control over the plan.
AI Import Assistant: Get client data into Snap faster, with less effort. An innovative solution to integrations, you can upload client documents or plans from other software, and provide instructions to auto-create your first draft. Review and verify rather than create plans from scratch.

AI-driven financial planning that keeps you in control

Easily enter data manually or use Snap’s new AI Import Assistant to do it for you. An innovative solution to expensive API or integrations that don’t always work, you can upload client documents or plans from other software, and provide instructions to auto-create your first draft. This is AI-driven financial planning for repetitive tasks, not replacing Advisor judgement or control. 

You can compare scenarios using visual charts in Snap Projections financial planning software.

Instantly compare up to 5 scenarios on one page

With our wealth planning software, you can instantly compare up to 5 scenarios with customizable tables and charts. Show your clients what their options look like throughout their lives and help them determine the best path forward.

Create efficient projections for your clients

Show how insurance needs change over time

Model existing or proposed Life, Critical illness, and Disability insurance illustrations within your financial projections. Create impactful, personalized insurance needs analyses reports that model the conversations you have with your clients.
one-page SnapShot summary report

The one-page SnapShot summary report

Easily create a personalized, one-page SnapShot or leverage this as an Executive Summary within your full financial report. Instantly build professional, customized, and branded reports with client-friendly visuals and charts.
cash flows.

Expenses Module for goals-based planning

Leverage improved interactive charts and presentations to help educate your clients and show them without a doubt how the plan will ensure their goals are met. The new Expenses Module provides a transparent and highly customizable financial planning experience.
This is the main planning page in Snap Projections financial planning software. Advisors can show their clients their whole life on one page.

Show your clients their whole life on one page

Make quick updates and real-time changes to client projections all on one page without going through multiple tabs or extra pages. Leverage our financial advisor software to save time, engage more clients, and deliver better financial advice.
Model historical investment returns

Stress Test projections and investment returns

Stress test your projections and investment returns by applying historical or randomly generated rates of inflation and investment returns using our finance planning software. Show a range of potential outcomes, educate your clients on the sequence of returns risk, and more.

What Financial Advisors and Planners Say About Snap Projections

“As a physician turned financial planner, I am well-acquainted with the frustrations and bad outcomes that can result from software that doesn’t perform well when you need it. My experience with Snap has been exactly the opposite. Even as a beginner, I was up and running after just a few practice scenarios.
Matt Poyner, Financial Planner
Matt Poyner
Financial Planner
“I will vouch: the client service is stellar from Snap Projections. I submitted a case consult request and had someone on the phone within 15 minutes to resolve it! When one submits an online support request, there’s sort of an expectation that someone will get back to you within a couple of business days, but Snap is so responsive.”
Kelsey Smart, CFP
Kelsey Smart, CFP
Principal, Smart Investments
“Snap Projections has the best support system of any Financial Planning software that I have used and I must have used nearly 10 of them. Snap’s support is far superior, providing quick and helpful support. For example, with another provider, I would have to set up support calls a day in advance but with Snap I really like the ability to call in and get help right away.”
Margaret Richards, CFP
Margaret Richards, CFP
Richards Financial
Read our reviews on Capterra
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Want to see Snap Projections in action?

Watch this 5-minute product demo.

Request a demo or start a free trial

Learn how to increase client satisfaction, save time and generate more referrals. Request your financial planning software demo today, or sign up for a free trial.

Get a Free Trial
Book a Demo
The Financial Advisor's Marketing Guide.
NEW

The Financial Advisor’s Marketing Guide

Learn how to build an online presence, create and share valuable content, and engage with prospects and clients through email marketing.

Frequently Asked Questions

What is financial planning software?

Financial planning software is a tool that assists financial advisors in crafting detailed financial strategies for their clients. It enables advisors to analyze various aspects like investments, retirement planning, taxes, and estate considerations. By using software for financial planning, advisors can develop personalized plans that align with their client’s goals and needs. Snap Projections offers simple financial planning software designed specifically for Canadian advisors, which makes complex financial scenarios more straightforward to understand. With financial advisor software like Snap Projections, professionals can enhance the quality of their advice and provide more value to their clients.

How does it improve client engagement?

Financial planning software improves client engagement by making financial information more accessible and interactive. Tools like Snap Projections allow advisors to present data through clear visuals and charts, which helps clients grasp their economic situation more effectively. Clients who see different scenarios and outcomes feel more involved in planning. A financial planner can adjust real-time projections during meetings to address client questions immediately. This interactive approach builds trust and encourages clients to participate actively in their financial journey.

How does financial planning software save time for advisors?

Financial planning software saves advisors time by reducing manual tasks and simplifying data analysis. With tools like Snap Projections, advisors can quickly generate reports and projections without extensive calculations. Financial advisors’ software can handle complex tax laws and investment scenarios automatically. This approach allows advisors to spend more time engaging with clients and less time on administrative work. By adopting financial planning software for advisors, professionals can increase productivity and provide timely advice, which enhances overall service quality.

Can financial planning software compare different scenarios?

Financial planning software can compare different scenarios, which allows advisors to present multiple options to their clients. For instance, Snap Projections enables advisors to model up to five financial scenarios side by side. This feature helps clients understand how different choices may impact their financial future. By using wealth planning software, advisors can illustrate the outcomes of various strategies, such as different retirement ages or investment options. Comparing scenarios helps clients make informed decisions and see the potential effects of their choices over time.