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Before & After Snap Projections
Are you wasting time with Excel or cumbersome, hard to use financial planning software to produce financial plans that are never read?
Are your clients confused by lengthy, complicated reports? Clients don’t read complex 50+ page reports. Their eyes glaze over.
Are you failing to engage prospects and receive valuable referrals from clients? Unengaged prospects means no AUM growth.
Hours saved every week
Create optimized financial plans and what-if scenarios quickly and efficiently. Reduce back-office time and save 5-10 hours per plan.
Increased client engagement
Use interactive presentations and easily present client projections to balance the level of detail so clients are engaged but not overwhelmed.
Growth in your AUM
Effortlessly generate high quality referrals from friends & family. Convert more prospects to clients and grow your practice.
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NEW Expenses Module for goals-based planning
Provide your clients personalized recommendations
Show your clients their whole life on one page
Stress Test projections and investment returns
Create optimized projections in minutes
Instantly compare scenarios
Create professional client-friendly reports
What Financial Advisors & Planners are saying 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.
“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
How Snap Projections Helped One Financial Advisor 3X Monthly Referrals
Learn how Renee changed her financial planning process & how you can do the same.