Clients, Partners & Affiliations
Powerful, professional wealth management tools
Grow assets under management and increase quality referrals
Expand your practice with Snap Projections’ advanced digital wealth management platform solutions. We support AUM growth by enabling efficient plan creation and fostering client trust. Satisfied clients are more likely to refer others, thus driving your business forward organically.
Provide flexible financial planning solutions tailored to every client
Deliver personalized financial strategies with Snap Projections. Our wealth management technology platform adapts to each client’s unique circumstances, which allows you to craft customized plans that address individual goals and challenges. Ensure every client receives the attention and expertise they deserve.
Create custom financial reports quickly and easily
Streamline your reporting process with Snap Projections’ intuitive digital wealth management platform tools. Generate detailed, client-friendly financial reports in minutes, which allows more time to focus on client relationships. Present clear, actionable insights that enhance understanding and satisfaction.
Increase client satisfaction by offering clear and transparent guidance
Build stronger client relationships with Snap Projections’ transparent digital wealth management platform solutions. Provide straightforward, easy-to-understand guidance that empowers clients to make confident financial decisions. Enhance trust and satisfaction through clarity and precision in every interaction.
Empower your wealth management practice with digital solutions
Automated recommendations
Leverage Snap Projections’ automated recommendations to deliver precise financial strategies. Our platform analyzes client data to provide personalized recommendations and options, which ensures the Advisor can suggest a final plan and course of action that aligns with individual goals and market conditions for an optimal client outcome.
Stress testing
Prepare your clients for any financial scenario with Snap Projections’ stress testing feature. Evaluate the impact of various economic conditions or unexpected life events on their plans, which provides valuable insights and enhances their confidence in your strategic advice.
Interactive presentations
Engage clients with dynamic, interactive presentations from Snap Projections. Visualize complex financial data through intuitive charts and graphs, which helps clients grasp their current situation and plan the steps needed to achieve their goals.
Tax efficiency optimization
Optimize your clients’ financial plans with Snap Projections’ tax efficiency tools. Analyze and implement strategies that minimize tax liabilities by ensuring clients retain more of their wealth and achieve their financial goals more effectively.
Real-time plan updates
Make changes during client meetings and instantly show the impact on their financial projections. Present alternative scenarios on the spot, helping clients understand their options and make informed decisions. This interactive approach enables more productive client discussions and faster plan completion.
Client-friendly visuals
Enhance client understanding with Snap Projections’ client-friendly visuals. You can present financial data in transparent, compelling formats that simplify complex information, which makes it easier for clients to follow and engage with their financial plans.
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
Explore Snap Projections’ comprehensive marketing guide designed for Financial Advisors. Learn strategies to attract and retain clients, enhance your practice, and effectively communicate your value proposition.
Frequently Asked Questions
What is a digital wealth management platform?
A digital wealth management platform is a comprehensive software solution designed to assist Financial Advisors in managing their clients’ financial plans efficiently. Snap Projections offers a robust digital wealth management platform that integrates various financial planning tools, which enables Advisors to create detailed financial plans and provide personalized advice. This platform leverages advanced technology to simplify complex financial data, which makes it easier for Advisors and clients to understand and manage their wealth effectively. By utilizing Snap Projections’ platform, financial professionals can deliver high-quality, tailored financial strategies that align with each client’s unique goals and circumstances.
How secure is the data on a digital wealth management platform?
Data security is paramount in digital wealth management, and Snap Projections prioritizes protecting your client data . While the software does not require you to enter your clients’ sensitive information, our platform still employs state-of-the-art encryption methods and robust security protocols to safeguard your account. We comply with all relevant Canadian privacy laws and industry standards to ensure your client’s information remains confidential and secure. Snap Projections regularly updates its security measures to address emerging threats and provide Financial Advisors with peace of mind that their data management practices meet the highest security standards.
How does a digital wealth management platform improve client engagement?
A digital wealth management platform like Snap Projections enhances client engagement by providing interactive and visually appealing tools that make financial planning more accessible and understandable. Our platform enables Advisors to present complex financial scenarios through clear charts, graphs, and real-time updates, which allows clients to visualize their financial future effectively. Features like scenario comparison and the one-page SnapShot report facilitate meaningful conversations, which helps clients feel more involved and informed in their financial plans. Using Snap Projections, Advisors can build stronger relationships with their clients by fostering trust and ensuring clients remain actively engaged in the financial planning process.
How does a digital wealth management platform support tax and estate planning?
Snap Projections’ digital wealth management platform offers comprehensive tools supporting tax and estate planning, which ensures Financial Advisors can provide holistic advice to their clients. Our platform includes tax efficiency optimization features, which allow Advisors to analyze and implement strategies that minimize tax liabilities and maximize after-tax spending. The platform facilitates detailed estate planning by enabling the creation of tailored plans that address clients’ specific needs and goals. With Snap Projections, Advisors can seamlessly integrate tax and estate considerations into their overall financial strategies, which helps clients preserve their wealth and achieve their long-term financial objectives.