Clients, Partners & Affiliations
Simplify complex financial and retirement planning
Make financial and retirement planning straightforward with our software advisor. Our platform cuts through complexity, which allows you to create clear, actionable plans that resonate with clients. Spend less time on data entry and focus on helping clients reach their financial goals.
Transparent and personalized financial advice
Deliver transparent, tailored financial advice to each client. Our advisor software equips you with tools to customize plans, visualize scenarios, and provide clear insights. Build trust as you show clients exactly how their financial future unfolds under different strategies.
Instantly compare multiple scenarios
Empower your clients to see various financial outcomes side by side. Our advisor technology instantly lets you compare up to five scenarios on one page. Help clients make informed decisions as you illustrate how choices impact their long-term financial health.
Real-time projections for better client buy-in
Engage clients like never before with real-time financial projections. Our software advisor updates plans on the fly, which allows you to adjust variables during meetings. This interactive approach enhances client understanding and commitment by making them active participants in their financial journey.
Boost referrals and grow your assets under management
Attract more referrals and expand your assets under management. You enhance client satisfaction and trust by offering transparent, personalized advice with our advisor software. Happy clients are more likely to recommend your services, which helps you grow your practice and reach new heights.
Optimize client plans with efficient advisor software
Customizable financial plans
Tailor each financial plan to your client’s unique needs. Our advisor software offers customizable options that let you model various scenarios, tax situations, and goals for a truly personalized financial roadmap
Automated tax optimization
Enhance your clients’ financial outcomes with automated tax optimization. Our software calculates the most tax-efficient strategies so you can maximize after-tax income and preserve wealth over the long term.
Estate planning integration
Include estate planning in your financial services without hassle. Our advisor software integrates estate considerations into client plans so assets are passed on according to their wishes while minimizing taxes and complications.
Multi-scenario planning
Multi-scenario planning allows you to show clients the impact of different financial decisions. Our software lets you create and compare multiple scenarios so clients can choose the path best suits their goals.
One-page snapshot reports
Instantly create a personalized, one-page SnapShot or use it as an executive summary within your full financial report. Generate professional, branded reports with client-friendly visuals that communicate complex strategies clearly and effectively.
Quick scenario analysis
Run multiple retirement scenarios in minutes to determine if your clients’ goals are over or underfunded. Find optimal solutions through adjusting retirement age, spending, or savings rates while providing automated recommendations for fully funded outcomes.
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
NEW
The Financial Advisor’s Marketing Guide
Unlock strategies to grow your practice with our Financial Advisor’s Marketing Guide. Learn practical, proven techniques for attracting new clients and strengthening relationships.
Frequently Asked Questions
What is financial advisor software?
Financial advisor software is a tool that helps advisors manage client information, create financial plans, and analyze different economic scenarios. It simplifies the complex financial planning process by providing features like data entry, projections, and scenario comparisons. Platforms like Snap Projections allow advisors to present information in a way that clients can easily understand. By using such software, advisors can offer personalized advice, visualize outcomes, and engage clients more effectively. It’s an essential resource for modern advisors aiming to enhance their services with advanced advisor technology.
How can advisor software help financial planners?
Advisor software assists financial planners by making creating and managing financial plans more straightforward. With platforms like Snap Projections, planners can input client data once and generate comprehensive plans that cover cash flow, taxes, and retirement projections. The software allows for real-time adjustments, which makes exploring different scenarios with clients during meetings easy. By leveraging advisor technology, planners can provide more accurate and personalized advice. This approach enhances client understanding and frees up time to focus on building client relationships and growing their practice.
Does it help with retirement planning?
Yes, advisor software is highly effective for retirement planning. Tools like Snap Projections enable advisors to model various retirement scenarios, assess funding needs, and develop withdrawal strategies. The software can illustrate how investment returns, inflation, and tax laws impact a client’s retirement goals. By using software advisor platforms, advisors can provide clients with precise insights into their retirement prospects. This approach helps clients make informed decisions and feel more confident about their financial future while enhancing the advisor’s ability to deliver personalized retirement planning services.
How does advisor software save time?
Advisor software saves time by automating complex calculations and reducing the need for manual data entry. Platforms like Snap Projections allow advisors to quickly input client information and generate financial projections without the tedious work traditionally involved. The ability to instantly compare multiple scenarios and adjust variables on the fly means advisors spend less time preparing reports and more time engaging with clients. By adopting our software, professionals can streamline their workflow, focus on delivering personalized advice, and enhance their efficiency without compromising the quality of their service.