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

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Before & After Snap Projections

BEFORE

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Wasted time

Are you wasting time with Excel or cumbersome, hard to use financial planning software to produce financial plans that are never read?

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Confused clients

Are your clients confused by lengthy, complicated reports? Clients don’t read complex 50+ page reports. Their eyes glaze over.

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Unengaged prospects

Are you failing to engage prospects and receive valuable referrals from clients? Unengaged prospects means no AUM growth.

AFTER

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Hours saved every week

Create optimized financial plans and what-if scenarios quickly and efficiently with our software for financial planning. Reduce back-office time and save 5-10 hours per plan.

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Increased client engagement

Use interactive presentations and easily present client projections to balance the level of detail so clients are engaged but not overwhelmed.

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Growth in your AUM

Effortlessly generate high quality referrals from friends & family. Convert more prospects to clients and grow your practice.

Not ready to sign up for a free trial?

Request a financial planning software demo and learn how to increase client satisfaction, save time and generate more referrals.

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

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.

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.

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.

Automatic recommendations calculated in Snap Projections financial planning software.

Provide your clients personalized recommendations

Run multiple scenarios in minutes with our financial planning software to determine if your clients’ retirement goal is over or underfunded, and find ways to make it fully funded through adjusting their retirement age, spending, or savings.

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.

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.

Create efficient projections for your clients

Create optimized projections in minutes

Easily illustrate their cash-flow, tax efficiency of various accounts, estate taxes, insurance policies and withdrawals in retirement with our financial planning software. Generate more revenue with the time you saved (or just enjoy a longer vacation).

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

“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
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
Richards Financial

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.