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98% of Customers who sign up with Snap Projections, stay with Snap Projections

“I have tried many financial planning software packages over the last 20 years. I wanted financial planning software that provided accurate and meaningful output but was user friendly.

Snap Projections was the first I have seen that provided these attributes to help me and my team run my financial planning business. I am very happy that I’m using Snap.”

Cam Forer, CFP

Investment Planning Counsel

“Snap is a great client conversation and conversion tool. It was built exactly for what advisors and clients want and need.

We have looked at different financial projection options and there isn’t anything quite like Snap Projections out there.”

Thérèse Soong, CFP, CIM

Portfolio Manager, Investment Advisor, Industrial Alliance Securities

“I can create a plan within minutes prior to a client meeting, work on it interactively with them for an hour or so and have it in their inbox on their way home from my office.

I never thought doing it this way was possible due to the limitations of the program I was using prior to Snap.”

Mark Orr, CPA, CA, CFP, CIM

Senior Financial Advisor, Aldershot Financial Group | Aligned Capital Partners

“I have very much enjoyed my experience with Snap. And I do mean enjoyed – I actually am enjoying my financial planning work more using Snap than previously!

It allows me to quickly focus on what matters, less time messing around with technical detail that doesn’t really help.

Snap saves me an enormous amount of time between building scenarios and making revisions. You clearly have spent time with planners to get this right.”

Graham Bodel, CFA

Director, Chalten Fee-Only Advisors

“I have been involved in the development of Snap Projections since the early days. I have been encouraged by the response of Pawel and his team to the particular challenges we encountered while using it.

We have been able to account for and model the diverse nature of our clients’ situations – from simple employment, defined benefit pension schemes to complex portfolios of personally held rental real estate and corporate assets to be used in retirement cash flow modelling.

Snap Projections answers all the cash flow modelling questions we have thrown at it so far. It explains very well the essential cog in the financial planning gearbox that most other financial projections software completely miss – what do I need to do now and in the future to ensure I have the necessary cash flow to keep my household functioning.

Finally, Snap is really easy to use.”

Lenore J. Davis, MA, CFP, RFP

Senior Partner, Dixon, Davis & Company, Chairman of the Institute of Advanced Financial Planners (IAFP)

“I especially like Snap Projections’ ability to provide quick, efficient projections to determine long-term financial sufficiency and the impact of short-term cash allocation strategies.

The program’s ability to calculate after tax estate values and specify spending and saving strategies on a year by year basis means that it is possible to determine what behaviours/strategies add and detract from long-term, after-tax wealth.

I am impressed by the current functionality of the program and I look forward to working with Pawel and his team at Snap Projections on more sophisticated enhancements.”

James B. F. Cripps, CFA, RFP, CFP

Senior Financial Planner, Vancouver Financial Planning Consultants

“Snap Projections so far has reduced my time to develop retirement projections to about a quarter (or less) of the time I used to spend with FP Solutions by CCH. It provides exactly what I need for my clients.

I am sitting down with my clients and bringing up their plans in Snap either in person or online. I am then making changes with them so they can see the implications of their decisions such as their ability to retire sooner or having higher income in retirement. From there we agree how their final plan should look like. The impact on the client is amazing!

Snap allows me to spend more time assisting my clients in moving forward instead of doing back office work. It will also allow us to track the annual progress.

I have absolutely no regrets moving to Snap.”

Diane Dekanic, MBA, CFP, RFP

President, Financial Health Management

“Snap Projections is a new, powerful and important tool in our financial planning practice.

We used to use a variety of financial planning software to do retirement income projections for clients. This was a time consuming process requiring cobbling together of the final report. Now, it literally takes minutes to develop a future projection presented in a single coherent report with coloured charts.

During a client meeting, we can change a variety of inputs to demonstrate (in real-time) what effect the change will have on their future – income, net worth, tax, estate value.

The learning curve with this software is very gentle. A planner can become proficient in a day or two, depending on usage. Access to technical assistance, when required, has been outstanding.

Kelly Baker

Registered Representative, Manulife Securities Inc.

“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

Senior Financial Planner, Assante Financial Management Ltd.

“My client meeting went really well. Snap is very good at interactive client presentations.

The clients are happy to review the projections interactively and we can make changes on the fly.”

Dan Brassard

Investment Advisor, Vanta Group

“Snap Projections is a wonderful tool for financial planning. It is very intuitive, easy to navigate and flexible with respect to scenarios you can build.

Most importantly, Snap is empowering my clients with an opportunity to look into the future with confidence. Addressing any questions or exploring financial possibilities have become a Snap!”

Vitaliy Milentyev, CFA

President, Cornerstone Investment Counsel

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