We are thrilled to announce that another much-anticipated feature is now live in Snap Projections. Financial Recommendations was created to automate the process of testing different optimization strategies in order to identify strong, practical and implementable...
Advisors can turn tax season into an opportunity with ai-powered data assist Tax season has always been a paradox for Financial Advisors. On one hand, it’s one of the most valuable times of year to deliver planning insights and deepen client relationships. On the...
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...
December is a unique month in the world of financial planning. While markets slow and client meetings ease up, Advisors finally get one thing they rarely have during the busy year: time. And this year, that time is about to go even further. For December only, Snap...
Why TFSAs matter in financial planning The Tax-Free Savings Account (TFSA) has become one of the most powerful tools available to Canadian investors. With tax-free growth and tax-free withdrawals, it’s an essential vehicle for both short-term flexibility and long-term...
![Automated Taxable Income Targeting [new feature update in Snap]](https://snapprojections.com/wp-content/uploads/2016/07/retirement-income-planning-400x250.webp)
Effectively managing contributions and withdrawals to maintain a specific taxable income and marginal tax rate can have a profound impact on reducing your clients’ overall tax burden—both in the short term and over the course of their retirement. With Snap’s new...
Financial Planners, Investment Advisors, and Insurance Specialists can now wrap data-driven, personalized insurance recommendations into their financial planning with complete transparency. The Snap Product Team has done it again and we are thrilled to announce our...
We've got some exciting news to share—you can now model existing or proposed Critical illness and Disability insurance plans in Snap. 🙌 This has been a top demand from our Advisors and we are thrilled to have rolled this out. This is just phase 1, as more insurance...
Here at Snap, we've always tried to keep things simple — especially when it comes to the use of our financial planning software. We've always pushed to ensure we keep it simple to use, but that does not mean sacrificing features and flexibility. Simple does not mean...
For individuals aiming to save for their first home purchase, the newly introduced First Home Savings Account (FHSA) offers substantial advantages. Financial Advisors, Planners, and Investment Managers who use Snap Projections told us that they wanted this new account...
If you want to create more financial plans for more clients, saving time and increasing confidence are likely pretty high on your priority list. But — easier said than done? Only if you're not using the right tools. Advisors need to understand the numbers We speak...
In the ever-changing world of Financial Advisory services, differentiating from the competition while providing top-notch service to clients is paramount. One essential tool that has revolutionized the industry is financial planning software. Financial Advisors who...
Welcome to Snap’s first ever user spotlight! Today, we’re doing a deep-dive with Renee Hawk. You can download the full case study down below if you want the numbers and business impact information. Let’s start with some questions.
The IAFP Symposium Recently I attended the IAFP Symposium in Vancouver, BC. It is one of the top conferences for Canadian financial planners and was, as always, packed with valuable content. I wanted to share with you the key takeaways from the conference, so you are...
