Financial Advisor Solutions
Help your clients get more out of their investments.
Automated Financial Recommendations for optimized outcomes
Show multiple options and optimize client outcomes with automated Lifestyle and Financial Recommendations. Instantly answer questions such as, “When should I take my CPP?” or “How much can I afford to spend in retirement?” with transparency while maintaining control over the plan.
AI-driven financial planning for repetitive data entry tasks
Easily enter data manually or use Snap’s new AI Import Assistant to do it for you. An innovative solution to expensive API or integrations that don’t always work, you can upload client documents or plans from other software, and provide instructions to auto-create your first draft. This is AI-driven financial planning for repetitive tasks, not replacing Advisor judgement or control.
Retirement Planning Software
Retirement planning software designed for Canadian Advisors. Create transparent projections, compare multiple scenarios, and generate client-friendly reports that help clients visualize their retirement goals and make informed decisions about their financial future.
Financial Planning Analysis Software
Discover financial planning analysis software that enables Canadian Advisors to streamline complex projections, conduct stress testing, and produce comprehensive reports. Save 5-10 hours per plan while delivering transparent, accurate financial advice that builds client trust.
Digital Wealth Management Platform
Explore a digital wealth management platform built specifically for Canadian Financial Advisors. Enhance client engagement through interactive presentations, real-time scenario updates, and transparent planning tools that drive AUM growth and referrals.
Financial Advisor Practice Management
Transform your advisory practice with our specialized practice management software. Save 5-10 hours per financial plan through automated calculations, instant scenario comparisons, and efficient reporting tools that free up time for client relationships and business growth.
Estate Planning Software
Integrate estate planning seamlessly into your financial advisory services. Create transparent estate strategies, compare various planning scenarios, and generate client-friendly reports that help clients understand their legacy planning options.
Wealth Management App
Access our wealth management app designed to deliver real-time projections, interactive client presentations, and automated recommendations that enhance client engagement and demonstrate your expertise through transparent financial planning.
Wealth Management Software
Discover wealth management software solutions that provide accurate tax calculations, scenario comparisons, and transparent financial planning tools. Learn how Canadian Advisors use our platform to create customized plans, stress test projections, and grow their AUM through better client outcomes.
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 Ultimate Marketing Guide for Financial Advisors
If you want to expand your practice further, check out our Ultimate Marketing Guide for Financial Advisors — a resource packed with strategies to grow your client base and enhance your services.
