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Guaranteed to increase your client satisfaction and referrals

Start your Free 14-Day Trial today!

Advisor Light

Good Start
$49/mo
  • Up to 10 Clients / 30 Scenarios in your account
  • Income Tax (T1), RRSP/RRIF/Spousal RRSP, LIRA/LIF, TFSA, DCPP, DBPP/annuity, custom taxable and non-taxable income streams
  • Reports with Advisor Branding
  • Online Access from any Location
  • Basic Email Support
  • 30-Day Money Back Guarantee
Try Us Free

Advisor Business

Premium Features
$99/mo
  • Annual Discount ($89/mo if billed annually)
  • Unlimited Clients / Scenarios
  • Everything included in Advisor Professional
  • Plus a Corporate/Business module (CCPCs, RDTOH/CDA)
  • Online Access from any Location
  • Priority 1-1 Support via Email & Phone
  • 30-Day Money Back Guarantee
Try us Free

We guarantee that Snap will increase your client satisfaction and referrals. If not, we will happily refund your most recent monthly payment.

Do I need a demo of Snap Projections before my Free Trial?

No, but we provide quick training during the demo and give you our best tips so you can start creating useful projections for your clients right away.

Is my data secure?

We treat security of your data extremely seriously. We applied industry standards, best practices for data security and use the Secure Socket Layer (SSL) Encryption. This is the encryption used by major banks.

Where is my data stored?

We use 100% Canadian server infrastructure. This means all data stored on our servers resides physically in Canada.

What is a 30-Day Money Back Guarantee?

This is our unmatched in the industry guarantee. If Snap doesn’t work out for you for any reason, you’ll receive 100% of your money back if you cancel within 30 days, no questions asked.

Can I change my plan?

Yes, you can upgrade or downgrade your plan at anytime.

Can I cancel my subscription?

Yes, you can cancel your subscription at anytime. You’ll only be billed until the end of your current billing period and that’s it.

Does my Free Trial come with full functionality?

Absolutely, you have full access to all functionality we offer during your free trial.

Do you offer multi-user pricing?

Yes, please call us at 1-888-758-7977 to discuss multi-user pricing for your organization.

Who uses Snap Projections?

Snap Projections is used by independent advisors, medium sized firms and large organizations (Top 6 Canadian banks) all accross Canada.

“I really like Snap Projections. It’s very easy to work with yet provides sufficiently detailed analysis for my clients.

My clients find it intuitive and easy to understand, and can quickly determine if they are on track or if adjustments need to be made.

Their team is very responsive and great to work with.”

Brant Taylor, CFP RFP CLU CEA BBA

Senior Financial Planner, Assante Financial Management Ltd.