Are you frustrated with your financial planning process?
Clients don’t understand complicated 50-page reports. Their eyes glaze over.
Are you wasting time with Excel or old, clunky financial planning tools to do planning for your clients?
Stop losing revenue on unprofitable marketing and focus on growing your business with planning.
We interviewed over 1,000 Canadian financial advisors, planners and investment managers about what frustrates them in their financial planning process.
Advisors are frustrated because their tools are slow, hard to use, producing reports clients simply don’t understand.
Advisors complain that most software is optimized for asset accumulation, while lacking in the de-accumulation phase.
They have a hard time explaining to clients their income in retirement, where from one source of income (employment) you end up with 6, 7 or 8 different sources of income (various assets, pensions, CPP, OAS, hold-cos, …).
Making quick, interactive adjustments to their clients’ projections, all on one page, is impossible.
This leads to wasted time and unhappy, unengaged clients.
We worked with industry leaders to create a solution to turn this around.
Then built software that is easy to use, yet flexible to create personalized projections your clients easily understand.
Click here to Book a Demo and we’ll show you how you can better serve your clients with clarity and ease.
Increase Client Satisfaction
Use clear, personalized reports your clients easily understand and appreciate.
Create useful, tax accurate financial and retirement projections quickly and efficiently.
Grow With Referrals
Satisfied clients refer you to their friends and family. Spend more time with clients and grow your business.
“Snap allows me to better serve my clients by allowing me to efficiently and cost-effectively deliver retirement income analysis.
Thanks to Snap’s streamlined data entry and practical report templates I can easily offer more planning to more clients.”Michael Berton, CFP, RFP, CLU, CHS
Enter your data quickly and efficiently
The ease of data entry will make you do more planning for your clients. Save time, help more clients and run a better business.
Create efficient projections for your clients
Create efficient projections for your clients in minutes. Generate more revenue with the time you save (or just enjoy a longer vacation).
Instantly compare scenarios
Comparing scenarios lets you show your clients the difference between various alternatives. Delay their CPP / OAS or take it early, retire at 58 or work part-time until 67, factor in an inheritance or simply calculate their sustainable spending level.
Educate your clients and gain referrals
Use the power of interactive charts to walk your clients through their income in retirement and explain how they can achieve their retirement goals. Satisfied clients will refer you to their colleagues, friends and family.
Create professional client-friendly reports
Instantly create client-friendly reports from your projections. Upload your logo and create personalized reports that are easy to understand by your clients.
In other financial planning software you have to keep digging for the numbers. Sometimes you can’t find something and it makes you look unprofessional in front of the client.
Snap is extremely transparent so you always feel in control and are less likely to make mistakes.
It is our #1 tool for becoming aware of and consolidating business.Justin P., CIM, CFP, FCSI