Clients, Partners & Affiliations
Spend less time calculating, more time growing your Financial Advisor practice
Creating financial plans shouldn’t consume your entire day. Snap Projections helps you:
- Generate comprehensive plans in minutes instead of hours
- Compare up to five scenarios on one page
- Create one-page SnapShot summary reports that clients actually read
- Focus more time on client acquisition and relationship building
- Scale your client base efficiently
Build deeper client relationships through clear communication
When you’re not buried in calculations, you can focus on what matters:
- Present complex scenarios clearly using interactive charts
- Make real-time updates during client meetings
- Generate professional, branded reports instantly
- Strengthen client trust through transparent planning
- Convert more prospects through engaging presentations
Financial planning features that drive Financial Advisor practice efficiency
Save time with capabilities designed specifically for licensed Canadian Advisors and Planners:
- Quick scenario modelling and comparison
- Instant one-page SnapShot report summaries
- Real-time plan updates during meetings
- Automated tax-efficient withdrawal strategies
- Personalized decumulation planning for retirees
Make every client meeting more productive
Turn client meetings into opportunities for deeper engagement:
- Update projections in real-time when clients ask “what-if” questions
- Compare multiple scenarios side-by-side
- Show clear, actionable recommendations
- Generate short or comprehensive reports instantly
- Present complex strategies with simple visuals
Core features that save you time
Interactive Planning Sessions
Transform client meetings with dynamic updates and instant scenario comparisons. Show clients the impact of different choices in real-time.
Clear Client Communication
Generate one-page SnapShot summaries and comprehensive reports that clients understand and appreciate.
Cash Flow and Goals-Based Planning
Support both planning approaches with detailed projections and clear visualizations.
Tax-Efficient Strategies
Model corporate assets and complex tax scenarios accurately and efficiently.
Retirement Income Planning
Create clear, personalized decumulation strategies that give clients confidence in their financial future.
Professional Reports
Generate branded, comprehensive reports that demonstrate your value.
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
How can better financial planning efficiency directly improve my Financial Advisor practice management?
For licensed Canadian Advisors and Planners, creating and updating financial plans can become one of your most time-consuming tasks. By saving 5-10 hours per plan through automated calculations and instant scenario comparisons, you can dedicate more time to client acquisition and relationship building, directly impacting your practice’s growth.
How does efficient planning help grow my client base?
When you can create comprehensive financial plans in minutes instead of hours, you can serve more clients without sacrificing quality. Our one-page SnapShot report summaries and real-time updates help you engage prospects effectively and generate referrals from satisfied clients.
What specific planning tasks does Snap Projections streamline?
Our software accelerates key planning processes by enabling instant scenario comparisons, automated tax calculations, quick decumulation strategy modelling, and one-click report generation. This efficiency lets you focus on high-value activities like client acquisition and relationship building.
How does Snap Projections enhance client meetings?
Transform client meetings with the ability to update projections in real-time, compare scenarios side-by-side, and generate clear reports instantly. This interactive approach strengthens client relationships and helps convert more prospects into long-term clients.