Clients, Partners & Affiliations
Scalable forecasting to support business growth
Scale your advisory services with Snap Projections’ financial forecasting software. Generate multiple financial scenarios quickly to help clients visualize options over time. By providing precise forecasts, you support clients’ financial goals while growing your business with our advanced financial planning and budgeting software.
Real-time updates for flexible financial planning
Stay agile in your financial planning with real-time updates from Snap Projections. Make immediate adjustments to client projections on a single page, which increases client engagement and buy-in. Our financial planning budgeting software lets you adapt plans instantly to meet clients’ evolving needs.
One-page forecast summaries for clients
Our one-page Snapshot reports present complex financial plans in a simple, digestible format. These personalized summaries give clients a clear overview of their financial future, which increases understanding and satisfaction. Our financial forecasting software delivers impactful insights without excessive detail.
Time-saving automation to simplify financial forecasting
Save valuable time with Snap Projections’ automated financial forecasting features. Quickly input client data and generate comprehensive plans without tedious manual work. Focus more on building client relationships while our financial planning and budgeting software does the heavy lifting, optimizes your workflow, and increases productivity.
Stress testing for risk mitigation and improved planning
Prepare your clients for the unexpected with Snap Projections’ stress testing capabilities. Apply historical or randomized inflation and investment returns to projections while educating clients on potential risks. Our financial forecasting software helps you develop robust plans that offer peace of mind and resilience against market volatility.
Why financial forecasting software is essential for advisors
Interactive charts
Our financial forecasting software enhances client comprehension and decision-making. Engage clients with interactive charts that bring their financial data to life. Visualize different scenarios and outcomes to make complex information accessible and understandable.
Cash-flow planning
Provide detailed cash-flow planning to help clients manage their finances effectively. Our software lets you model income, expenses, and savings over time, which gives you clear insights into clients’ financial trajectories and goals.
Retirement analysis
Snap Projections’ comprehensive analysis tools help clients prepare for retirement. Our financial planning and budgeting software supports personalized retirement planning by evaluating funding needs and strategies to help clients meet their retirement objectives.
Client-friendly reports
Deliver transparent and straightforward reports that clients can easily understand. Snap Projections creates concise documents highlighting vital financial information without unnecessary complexity, which enhances client satisfaction.
Client engagement
Our financial forecasting software makes meetings more productive and meaningful. It lets you increase client engagement with interactive presentations and real-time updates. So, you can involve clients in the planning process to build trust and collaboration.
Risk assessment
With our stress testing features, you can educate clients on potential risks, analyze how different market conditions could impact their financial plans, and provide peace of mind by preparing for various scenarios.
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
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Frequently Asked Questions
What is financial forecasting software?
Financial forecasting software is a tool that helps financial advisors predict and illustrate potential future financial scenarios for their clients. It considers various factors like income, expenses, investments, and market conditions to create projections showing where a client’s finances could be. Snap Projections offers financial forecasting software designed specifically for Canadian advisors, which makes generating accurate, client-friendly financial plans easier. By using advanced financial planning and budgeting software, advisors can help clients make informed decisions about their financial futures.
How does financial forecasting software benefit advisors?
Financial forecasting software benefits advisors by simplifying the process of creating detailed financial plans. It allows advisors to quickly generate multiple scenarios, which helps clients visualize different outcomes based on various financial decisions. With Snap Projections, advisors can engage clients through interactive charts and real-time updates to make complex financial information more accessible. The software saves time on manual calculations, which allows advisors to focus on providing personalized advice. By utilizing financial planning and budgeting software, advisors can enhance client relationships and support business growth through better financial planning.
How accurate are the projections generated?
The accuracy of the projections depends mainly on the quality of the data inputted into the software. Snap Projections uses up-to-date tax laws and financial regulations to ensure the projections are as accurate as possible. Advisors can input detailed client information and adjust variables to reflect economic conditions or life events. While no software can predict the future completely, financial forecasting software like Snap Projections provides a reliable framework for anticipating potential economic outcomes, which helps advisors and clients make informed decisions.
Is it suitable for both short-term and long-term planning?
Our software is suitable for both short-term and long-term planning needs. Snap Projections allows advisors to create financial plans that address immediate goals and future objectives. Whether clients want to manage current cash flow, save for a significant purchase, or plan for retirement, the software provides tools to model various time horizons. By utilizing financial planning and budgeting software, advisors can help clients understand how their economic decisions today will impact their future by offering a comprehensive view that supports immediate and long-term financial planning strategies.