Snap’s semi-annual promo is here
Choosing the right financial planning software is an important decision. It isn’t just about comparing features, it’s about finding a solution that fits naturally into your advice process, helps you deliver better client outcomes, and saves valuable time every week.
That’s why, for August only, Snap Projections is extending its standard 14-day Free Trial to a full 30 days for Canadian Financial Advisors, Financial Planners, and Investment Managers.
A longer trial gives you the opportunity to experience how financial planning software should work in a real practice—not through a quick demonstration, but with your own clients, your own planning scenarios, and your own workflow.
Whether you’re evaluating planning software for the first time or considering a change from your current solution, August is the ideal time to see what modern, transparent financial planning can do for your business.
Why a longer trial matters
Adopting new software takes more than a few days.
You want time to:
- Build plans for different client types
- Explore advanced planning strategies
- Compare scenarios
- Test your existing workflow
- Experience the software during real client meetings
- Decide whether it genuinely improves your planning process
A 30-day trial removes the pressure of trying to learn everything in two weeks. Instead, you can take your time and evaluate whether Snap Projections is the right long-term solution for your practice.
Experience planning the way clients want it
Today’s clients expect more than investment recommendations.
They want to understand:
- How long their retirement savings will last
- Whether they are saving enough
- When they should begin CPP and OAS
- Which accounts they should draw from first
- How taxes affect their retirement income
- The financial impact of major life decisions
Snap Projections helps answer these questions with interactive, transparent planning that clients can actually follow.
Instead of presenting complicated spreadsheets, Advisors can demonstrate the impact of different strategies in real time, making planning conversations more engaging and easier to understand.
When clients understand the recommendations, they’re often more confident moving forward with them.
Save hours on every financial plan
Many Advisors still spend hours manually entering client information before they can even begin planning.
Snap Projections is designed to reduce that administrative burden.
Features like the AI Import Assistant can create the first draft of a financial plan from client documents in minutes, helping reduce repetitive data entry while keeping Advisors in complete control of every recommendation.
Instead of spending time building plans from scratch, you can focus more of your day on analyzing strategies, meeting clients, and growing your practice.
Handle more planning conversations with confidence
Whether your clients are accumulating wealth, preparing for retirement, or managing complex corporate situations, Snap Projections makes it easy to explore multiple strategies together.
During your 30-day trial you can experience features including:
- Automated Financial Recommendations
- CPP and OAS optimization
- Sustainable retirement spending analysis
- Tax-efficient withdrawal strategies
- Contribution optimization
- Interactive charts
- Side-by-side scenario comparisons
- Stress testing and retirement risk analysis
- Corporate financial planning
- Insurance needs analysis
- One-page client reports that simplify complex advice
Rather than relying on assumptions, you can quickly compare strategies and demonstrate the impact of each recommendation with complete transparency.
A better way to demonstrate your value
As financial planning continues to become a larger part of the client relationship, Advisors are increasingly expected to explain not only what they recommend, but why.
Transparent planning helps clients see the reasoning behind every recommendation.
Instead of simply delivering an answer, you can demonstrate:
- The trade-offs between different decisions
- The assumptions used in the analysis
- The long-term impact of today’s choices
- How different strategies affect taxes, retirement income, and estate value
This level of transparency builds confidence and helps reinforce the value of professional advice.
Learn at your own pace
Thirty days also gives you time to explore the software without disrupting your schedule.
You can:
- Attend live webinars
- Book a personalized demonstration
- Experiment with different client cases
- Ask questions of the support team
- Build confidence before making a decision
There’s no need to rush through a trial while balancing client meetings and other responsibilities.
Why Advisors choose Snap Projections
Thousands of Canadian Advisors trust Snap Projections because it combines sophisticated planning capabilities with an interface that’s intuitive, transparent, and quick to learn.
Rather than acting as a “black box,” Snap Projections shows the calculations behind its recommendations, helping Advisors understand and explain every result with confidence.
The result is planning software that helps Advisors deliver better client experiences while improving efficiency across the practice.
August only: 30 days instead of 14
This promotion is available only during August.
When you start your free trial during the promotional period, you’ll receive a full 30 days of unrestricted access instead of the standard 14-day trial.
It’s the perfect opportunity to evaluate the software thoroughly, build real financial plans, and experience how Snap Projections can benefit both your practice and your clients.
If you’ve been considering trying Snap Projections—or simply want more time to see how it fits into your workflow—there has never been a better opportunity.
Start your 30-day Free Trial today
A better planning experience benefits everyone.
Your clients receive clearer recommendations and greater confidence in their financial future. Your team spends less time on manual work and more time delivering advice. And your practice gains a planning solution designed to support growth for years to come.
For August only, we’re giving Canadian Financial Advisors, Financial Planners, and Investment Managers twice as long to experience those benefits for themselves.
Start your complimentary 30-day Snap Projections trial today and discover what transparent, efficient financial planning can do for your practice.
