Enterprise planning • for advisor teams
Enterprise financial planning software for Advisor teams
Do your Advisors spend more time trying to understand the numbers and navigate complex planning tools than meeting with clients?
They need flexible, transparent, enterprise financial planning software.
Snap Projections is designed for Canadian firms that need consistent client deliverables across every Advisor. Multi-Advisor practices use Snap to standardize retirement projections, model what-if scenarios live in client meetings, and run joint planning sessions.
No switching screens, no manual recalculation, no rebuilding plans across siloed systems. Time is saved, trust is earned, and Advisors and clients alike see the real value from day one.
Trusted by Canadian Advisors
Client Video
What does working with an Advisor who uses Snap Projections look like?
Advisors can share this 2-minute video with clients and prospects alike to demonstrate how working together will provide peace of mind and clarity.
It shares the financial planning process, sets expectations, and transparently shows how recommendations and guidance will be provided.
Collaboration
Real-time collaboration
Multiple Advisors on the same firm open the same client plan, adjust assumptions together, and watch projections update in real time. One Advisor can make a change and run the scenario, with everyone else seeing it as soon as they click refresh. Joint client meetings stay productive because plan changes happen in front of everyone. No exports, no version control headaches, no waiting.
Speed & Transparency
Fast, transparent projections
Run retirement projections in minutes, not hours. Model RRSP and TFSA strategies, optimize CPP and OAS timing, and compare up to five scenarios side-by-side on a single page. Every calculation is fully transparent, so Advisors walk clients through exactly how each number was derived.
Consistency
Standardization and consistency
Standardize how every Advisor in your firm builds plans. Shared fact-find questionnaires, common assumption sets, and consistent reports give compliance officers and auditors a clear audit trail. Input errors drop, and your firm's planning quality stays consistent across every client file.
Anywhere access
Data sharing, wherever you are
Advisors across offices or home setups open the same client file and pick up where a colleague left off. Plans update in real time. Files stay current. Your team always sees the latest version of every household's plan.
Scale
Scalable client management
Growing your firm doesn't mean more software friction. Add Advisors to your firm's account, set role-based access, and onboard new team members in under an hour. Centralized billing keeps finance simple, and our support team handles 1:1 training so practice growth never gets blocked by software friction.
The Platform
Comprehensive financial planning features for Advisor teams
Snap Projections gives Advisor teams a full set of Canadian-specific planning capabilities. From scenario comparison and one-page SnapShot reports to real-time projection updates and stress testing, each capability is built to support complex client conversations and deliver consistent, client-ready outputs across your firm.
Scenario comparison on one page
Compare up to five retirement scenarios on a single page. Or, compare just two scenarios to automatically generate a difference column that shows exactly how each strategy changes outcomes for the client. Advisors can model various strategies to consider, including early retirement versus working until 65, RRSP-first versus TFSA-first withdrawals, or CPP at 60 versus deferral to 70.
Differences in after-tax income, estate value, and lifetime taxes paid surface immediately. Client meetings move from abstract trade-offs to concrete numbers the household weighs and discusses with confidence.
One-page SnapShot summary report
The SnapShot summary report recaps the full financial plan into a single, white-labelled page Advisors hand to clients at the end of every meeting. Personalized projection figures, including retirement income sources, tax outlook, and asset trajectories, sit together on a one-page document.
Firms add their own logo and disclaimers, so every Advisor on the team produces a consistent, client-ready deliverable.
Real-time updates and projections
Adjust RRSP contributions, change retirement age, swap inflation assumptions, or layer in a part-time consulting income, and projections refresh instantly. There are no cumbersome steps to recalculate or delays in accessing the updated projections.
Advisors run what-if scenarios live in client meetings, answering questions as they come up rather than promising to follow up by email. When a client asks, "What if I worked one more year and delayed CPP to 70?", the answer appears on screen in seconds, in numbers the client sees, follows, and understands.
Client document automation
Easily enter data manually or use Snap’s new AI Import Assistant to do it for you. It’s an innovative solution to expensive API or integrations that don’t always work. Upload client documents or plans from other software, and provide instructions to auto-create your first draft.
Snap users report saving 5–10 hours per plan compared to their previous workflow. Across a 50-Advisor firm, that's hundreds of hours each month back into client-facing time.
Optimized cash flow and projections
Snap handles the Canadian-specific elements other planning platforms gloss over. Advisors can optimise CPP and OAS election timing, sequence RRSP, TFSA, RRIF, and non-registered withdrawals for tax efficiency, model OAS clawback, and account for federal and provincial marginal tax rates that update with each year's tax tables. Projections show household net after-tax cash flow, so clients see what actually lands in their bank account.
Stress test projections for client education
Walk clients through what their plan looks like under different market and life conditions. Stress test projections using historical returns, randomized return sequences, or specific event modelling: an early death, a long-term care need, or a market downturn three years into retirement.
Each stress test runs on the live plan and produces a chart the client reads in seconds. These conversations help clients understand why diversification, insurance, and an emergency reserve matter, before a real-world event forces the question.
What Canadian Advisors
say about Snap Projections
“Complete transparency of where the numbers are coming from. Since I’m dealing with many different variables in clients’ lives, I need to understand how changing one variable will affect other variables. Great tutorials and ongoing training. Always improving.
The same employees have been around for many years, which tells me they’re happy and being treated well. Those same people answer their emails personally. You never feel like a number at Snap. It’s easy and fast to input one-off events for a given year like travel during the early years of retirement or renovations or reverse mortgage withdrawals. You can adjust the expected rate of return of the portfolio year by year if desired, or set an average for a lifetime.”
Glory G
Third Party Software Review (SoftwareAdvice)
“I have been using Snap for nearly a year now, and switching from my previous program was one of the best decisions I’ve made. Snap enables me to create plans quickly and efficiently, allowing me to present them to clients in a clear and accessible way.
The visual graphs and numbers make it easy for clients to grasp the impact of their decisions and we can effortlessly explore any “what-if” scenarios they request. I really love the customizable client-facing reports and graphs, which are easy to understand and not overwhelming. The Snapshot report and Scenario Comparison tool have significantly enhanced my planning services without requiring extra time to prepare.”
Chris S
Third Party Software Review (Capterra)
“Snap is the best planning program on the market as it does a deep dive into all the details needed for a solid plan, but more importantly it is easy for the client to understand (and the advisor). The combination of ease of understanding while not compromising the depth of planning makes Snap stand out.
We have used them for many years and the ongoing updates, quick support and ease of use put them ahead of their peers (who we have also tried).”
Adam B
Third Party Software Review (Capterra)
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FAQs
Enterprise financial planning software FAQs
Learn more about our financial planning software for firms
Snap supports the client conversation, for increased transparency and trust, which leads to more referrals and greater retention. See how our enterprise-level financial planning software can drive results for your firm.
