[email protected]
NEW FEATURERecommendations: instantly provide options when goals are over or underfunded!

The Ultimate Financial Planner Toolkit

Try Snap Projections free for 14 days

“Snap allows me to better serve my clients by allowing me to efficiently and cost-effectively deliver retirement income analysis.

Thanks to Snap’s streamlined data entry and practical report templates I can easily offer more planning to more clients.”

Michael Berton, CFP, RFP, CLU, CHS

Senior Financial Planner, Assante Financial Management Ltd.

“In other financial planning software you have to keep digging for the numbers. Sometimes you can’t find something and it makes you look unprofessional in front of the client.

Snap is extremely transparent so you always feel in control and are less likely to make mistakes.

It is our #1 tool for becoming aware of and consolidating business.”

Justin P., CIM, CFP, FCSI

Portfolio Manager, Investment Advisor, Top 6 Canadian Bank, Private Wealth Management