Clients, Partners & Affiliations
Estate planning as part of the complete financial picture
Easily show clients how estate decisions impact their retirement strategy while modelling potential tax implications across the entire financial plan. With Snap’s estate planning tools, Advisors can easily update estate components while maintaining the integrity of the holistic plan. Generate reports that present estate planning in context while saving time by conducting estate planning within the same platform used for retirement and tax planning.
Compare estate planning scenarios with one click
Quickly evaluate multiple estate planning scenarios using Snap Projections. Our estate planning software allows Financial Advisors to compare various strategies effortlessly by providing clients with clear insights into different outcomes. Present multiple estate planning options at the click of a button to facilitate informed decision-making.
Create clear estate planning reports in minutes
Generate comprehensive estate planning reports rapidly with Snap Projections. Our intuitive estate planning software for Financial Advisors enables you to produce detailed, client-friendly projections and reports in minutes. Deliver transparent and easy-to-understand estate plans to ensure clients grasp essential financial information easily
Real-time updates and customizable projections
Maintain accurate estate plans with real-time updates and customizable projections using Snap Projections. Adjust client data and assumptions from the main planning page to ensure estate plans reflect the latest financial information. Provide clients with up-to-date projections tailored to their specific needs and changing circumstances..
Create client-friendly estate planning visuals
Improve client understanding with visually engaging estate planning tools from Snap Projections. Our estate planning software produces interactive charts and graphs that simplify complex financial data. Present estate plans in a clear, compelling format to help clients visualize and comprehend their financial future.
All-in-one tools for streamlined estate planning
Customizable tables and charts
Snap Projections offers customizable tables and charts that allow Financial Advisors and Planners to tailor plans and presentations to each client’s unique estate planning needs. Showcase financial scenarios and outcomes to facilitate better client comprehension and more effective communication of complex estate strategies.
Automated recommendations
Leverage Snap Projections’ automated recommendations to provide clients with tailored estate planning strategies. Our estate planning software analyzes client data to answer key client questions, which helps Financial Advisors and Planners deliver personalized advice quickly and accurately, while optimizing client outcomes and increasing satisfaction.
Estate planning integration
Integrate estate planning seamlessly into your Financial Advisory services with Snap Projections. Our financial and estate planning practice management software supports comprehensive estate and tax planning by ensuring all aspects of your client’s financial lives are considered and effectively managed within a single platform. Save time with holistic and comprehensive financial planning.
Decumulation and drawdown strategies
Develop effective decumulation and asset drawdown strategies with Snap Projections. Our software assists Financial Advisors and Planners to create sustainable withdrawal plans for retirees by ensuring clients’ assets are managed tax-efficiently and transparently throughout the retirement years.
Goal-based financial planning
Snap Projections for goal-based financial planning enables Advisors to align estate plans with clients’ short-term and long-term financial planning needs. Our financial and estate planning software helps set, track, and achieve financial goals to ensure estate strategies support clients’ aspirations and financial well-being.
Customizable planning
Snap Projections’ financial and estate planning software provides highly customizable planning tools that allow Financial Advisors to adapt scenarios, projections, and reports to meet diverse client needs, ensuring personalized and accurate financial plans. Highly flexible software means plans can be truly personalized for each client.
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
A Financial Advisor’s complete marketing guide
Explore Snap Projections’ comprehensive marketing guide, which helps Financial Advisors effectively promote themselves, as well as their estate planning services. With proven strategies and expert insights, enhance your outreach and attract more clients.
Frequently Asked Questions
How does Snap Projections incorporate estate planning into financial plans?
As part of our comprehensive financial planning software, Snap Projections helps licensed Canadian Advisors show how estate decisions impact the complete financial picture. Compare up to five scenarios on one page, showing how different estate strategies could impact retirement income, tax efficiency, and overall financial goals.
Can I model estate tax implications in retirement scenarios?
Yes, Snap Projections allows you to demonstrate how estate planning choices can impact your clients’ tax situation throughout retirement. Create clear projections showing tax implications across different scenarios, helping clients understand the impact of their estate decisions.
How does estate planning integrate with retirement income planning?
Estate planning isn’t separate from retirement planning in Snap Projections. You can show clients how estate choices affect their retirement income strategy, model different withdrawal scenarios, and demonstrate the tax implications of various estate planning approaches within the complete financial plan. With Snap, you can show your clients their entire life on one page.
How do I present estate planning strategies to clients?
Generate clear, one-page SnapShot report summaries that show estate planning in context with overall financial goals. Make real-time updates during client meetings to demonstrate how different estate choices impact their complete financial picture, improving client understanding and decision-making. Leverage Snap’s interactive charts and tables to provide easy-to-understand visuals.