Turn client documents into usable plans—fast
We are excited to announce that Advisors can now instantly build first drafts of financial plans using client documents with Snap’s new data assist feature.
Entering data manually is slow and error-prone. API and integrations were supposed to solve this problem, but didn’t.
Advisors waste hours setting up plans before the real planning even starts. Why? Better solutions haven’t existed—until now.
Here is how it works in 3 easy steps
Step 1: Upload your files (completed financial planning questionnaire, plans from other software, an export from your CRM, client statements, etc.)
Step 2: Include additional info or instructions that aren’t on your uploads (John’s retirement age is 62, group financial assets by account type, etc.)
…. do something else for a few minutes …
Step 3: Review the generated Scenario Notes (example pictured below) for accuracy/transparency and voila! The first draft of your plan has been created.
Why this ai data assist tool is different from other financial planning ai features
There is a critical transparency component missing from many ai tools. Snap is continuing to develop ai tools with the primary focus of maintaining transparency and ensuring the Advisor always remains in complete control of the plan.
We’re telling you exactly what was done, what’s been included, and also highlighting information that wasn’t clear. This feature was designed to accelerate set-up, not replace Advisor judgement.
The ai import assistant enters the data throughout the scenario set-up pages, just like you would have done yourself. So once you’ve done this, you can flip through like you always would, reviewing for accuracy instead of creating from scratch. You review and confirm everything before it becomes part of the plan.
Advisors can try this productivity hack absolutely free
Canadian Financial Advisors, Planners, and Investment Managers are eligible to start a 14-day Free Trial of Snap Projections financial planning software.
Your Free Trial includes 10 free credits, which will renew monthly if you decide to stay with us.
For heavy users of this tool, or Advisors switching software—let’s say you want to move 100 client plans from Razor to Snap—you have the option to purchase top-up credits to facilitate this.
