Corporate Financial Planning Software
Transparent, easy-to-use, and highly flexible business financial management software designed specifically for Canadian Financial Advisors and Planners working with corporate clients. Snap Projections’ corporate financial planning and analysis software helps Advisors support their business owner and corporate clients to make informed decisions about their financial future.
Model complex corporate structures with unmatched flexibility
Snap Projections’ corporate financial planning software offers Canadian Advisors an intuitive dashboard to develop comprehensive financial projections for business owners and corporations. Advisors can illustrate unique strategies for professionals and incorporated individuals with unmatched flexibility and none of the restrictions many other planning software have.
Show clients how corporate assets can supplement retirement income
Our financial planning software for Advisors allows you to visually demonstrate how business assets integrate with personal retirement planning through interactive presentations. Model scenarios showing how corporate dividends, salary-dividend mixes, and business sale proceeds can work alongside RRSP/TFSA withdrawals and government benefits to fund retirement. Adjust corporate withdrawal strategies, retirement timelines, or dividend timing in real-time during client meetings to illustrate the complete retirement income picture. Our platform’s transparent interface clearly demonstrates how corporate assets bridge the gap between personal savings and retirement income goals without overwhelming clients with complex calculations.
Compare corporate strategies side-by-side for better decision-making
Help business owners make data-backed decisions by comparing different financial decisions and tax outcomes with financial planning software for Advisors. Evaluate how various corporate strategies might affect taxes, explore different succession planning approaches, or compare outcomes between selling or retaining a business. Our visual comparison capabilities allow clients to clearly understand distinctions between different options, making your advice practical and valuable.
Save hours on corporate projections with accurate, Canadian-specific tax rules
Leverage our workflows with accurate, up-to-date Canadian tax rules to dramatically reduce manual calculations when providing corporate financial planning projections. Snap Projections automates Refundable Dividend Tax on Hand (RDTOH) tracking, dividend integration, and capital dividend accounts, allowing you to focus more on strategic advice rather than complex calculations.
Model corporate life insurance strategies with professional reports
Snap Projections’ dedicated corporate-owned life insurance feature allows you to easily enter or paste quotes directly from insurance providers. The platform calculates expected cash flows and tax implications, including Capital Dividend Account impacts. Easily address common opportunities such as demonstrating the benefit of using excess corporate cash to purchase permanent life insurance or model how corporate-owned life insurance can provide retirement income through borrowing against cash surrender value or death benefits for surviving partners.
Model corporate strategies with advanced scenario modelling
Demonstrate comprehensive risk management through stress testing
Evaluate the potential impact on a client’s overall financial plan by applying stress testing to their projections. Use historical or randomized inflation and rates of return to help business owners understand how market volatility and economic changes might affect their combined personal and corporate income streams. This approach allows clients to see how their total financial picture responds to different scenarios, helping them make informed decisions about both personal savings and corporate investment strategies.
Get quick and effective support for complex corporate modelling
Access industry-leading customer support when working through challenging corporate strategies and complex modelling scenarios. Our support team understands the intricacies of corporate financial planning and can provide quick assistance when you need help structuring complex corporate entities, optimizing tax strategies, or troubleshooting challenging client scenarios. Telephone, email, and online screen-sharing support are available as needed (at no extra cost) from 9am to 6pm ET on weekdays.
Show how corporate assets can fund retirement
Determine sustainable withdrawal rates while maintaining corporate structures. Demonstrate how RRSP/TFSA withdrawals can complement corporate dividends at different life stages, giving clients a clear understanding of how their business assets can support them throughout retirement. Model the personalized impact of purchasing corporate-owned life insurance.
Translate complex corporate strategies into client-friendly visuals
Convert complex corporate financial data into business insights by illustrating how specific business decisions influence your clients’ wealth over time. Our visual approach helps clients grasp sophisticated corporate strategies without getting lost in technical details.
Optimize accurate corporate tax strategies
Our financial planning software for Advisors follows current Canadian tax rules, allowing you to create a comprehensive picture of how corporate structures affect tax obligations. Model salary-dividend mix options, track RDTOH balances, and establish capital dividend account strategies to help clients avoid common pitfalls and develop optimally structured financial plans.
What Investment Advisors and Financial Planners Say About Snap Projections
Financial Planner
Principal, Smart Investments
Richards Financial
The Financial Advisor’s Marketing Guide
Frequently Asked Questions
How can corporate financial software enhance my Advisory services?
Corporate financial planning software allows you to show clients how specific decisions impact their personal finances. Illustrate how business succession plans affect retirement timing and how corporate structure changes influence tax efficiency.
With Snap Projections handling complex calculations, you can focus on offering strategic recommendations that position you as a trusted Advisor. This approach helps you develop deeper relationships with your business-owner clients by offering additional value that goes beyond investment management.
How does Snap Projections simplify complex corporate structures?
Snap Projections makes it easy to explain complex corporate structures and tax rules to clients by visually showing how money moves through companies with clear cash flow representations.
Our platform manages complex calculations like RDTOH balance tracking and capital dividend account management, allowing you to explain strategies from one central hub without overwhelming your clients. This approach helps business owners better comprehend complex concepts and make informed decisions.
How does the software stay current with Canadian tax regulations?
Our software regularly updates to reflect current Canadian tax regulations, supporting accurate corporate projections. Snap Projections incorporates tax updates as they occur, keeping corporate tax calculations relevant without requiring manual adjustments. This allows you to offer guidance based on current Canadian tax information, ensuring your corporate clients receive advice based on the latest tax rules.
How does Snap Projections improve efficiency for Advisors working with corporate clients?
Our pre-designed, tax rule-integrated, Canadian-specific workflows significantly reduce the manual processes involved in corporate tax calculations. By leveraging these features, you can reduce preparation time, improve accuracy, and focus on providing valuable strategic advice to your corporate clients.
How can Snap Projections help with business succession and retirement planning?
Our software gives clients a clear understanding of how their corporate assets can be converted to personal income by combining business exit strategies with retirement lifestyle projections. Model different scenarios such as selling the business immediately versus a gradual transition, comparing potential retirement income streams under each approach. Business owners gain insights into how corporate decisions impact their retirement options through integrated projections that consider after-tax retirement income from personal investments, government benefits, and corporate dividends.