Clients, Partners & Affiliations
A customizable solution for Financial Advisors
Tailor Snap Projections to match your fee-for-service or AUM-based practice. Whether you’re a CFP focusing on comprehensive planning, or an Accountant or Portfolio Manager integrating planning into your service model, our software adapts to your workflow, allowing you to model multiple scenarios and deliver hyper-personalized strategies that grow your book of business.
Create client-friendly reports with ease
Generate clear, concise reports effortlessly with Snap Projections. Our business financial planning software simplifies complex data into engaging, client-friendly formats. Impress your clients with visually appealing presentations that communicate key financial insights to ensure they understand and appreciate their financial strategies and goals.
Get the financial clarity you need to give better advice
Achieve unparalleled financial clarity with Snap Projections’ advanced analysis tools. Our business financial planning software provides accurate, detailed projections that help you and your clients make informed decisions. Understand every aspect of their financial landscape to ensure data-driven choices align with their long-term objectives.
Save time with automated financial planning recommendations
Scale your practice by automating routine planning recommendations. Designed for licensed professionals managing multiple clients, Snap Projections reduces plan preparation time by 5-10 hours per client. This efficiency allows you to serve more clients effectively, increasing your practice revenue while maintaining the high-touch service your clients expect from their Advisor.
Build client loyalty with personalized attention
Strengthen client relationships through tailored financial plans and personalized service. Snap Projections enables you to offer customized strategies that address each client’s unique needs and goals to foster trust and loyalty. Deliver exceptional, individualized financial advice that keeps clients engaged and satisfied.
Comprehensive tools for goal-driven financial strategies
Advanced tax planning tools
Utilize Snap Projections’ advanced tax planning capabilities to create accurate, up-to-date tax strategies. Our software integrates current tax laws and regulations to ensure clients benefit from optimized tax efficiencies. Simplify complex tax scenarios and provide reliable, strategic tax advice.
Client-friendly visuals
Engage your clients with Snap Projections’ client-friendly visuals. Our software transforms complex financial data into clear, interactive charts and graphs, which makes it easy for clients to grasp their financial situation. Enhance understanding and communication with visually compelling presentations.
Real-time projections
Deliver up-to-date financial insights with Snap Projections’ real-time projections. Instantly update client data and see immediate changes in their financial scenarios. This feature allows for dynamic, in-meeting planning and ensures that your advice reflects the latest financial information.
Personalized recommendations
Provide tailored financial advice with Snap Projections’ personalized recommendations. Our software analyzes individual client data to suggest strategies that align with their unique goals and circumstances. Enhance your advisory services with customized solutions that meet each client’s needs.
Retirement income planning
Simplify retirement income planning with Snap Projections. Our software models various decumulation strategies to ensure clients have a sustainable income stream for their retirement years. Provide clear, actionable retirement plans that help clients achieve financial security and peace of mind.
Goal-oriented financial plans
Develop goal-oriented financial plans using Snap Projections. Focus on your client’s financial objectives, whether saving for education, buying a home, or planning retirement. Our software ensures it aligns each plan with their personal aspirations and spending targets.
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 Marketing Guide for Financial Advisors
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
What is financial planning and analysis software?
Financial planning and analysis software assists Financial Advisors in creating, managing, and evaluating comprehensive financial plans for their clients. Snap Projections offers a robust solution designed specifically for licensed Canadian Financial Advisors, which enables them to model various financial scenarios, analyze client data, and generate detailed reports. This software provides Advisors with the tools to develop personalized financial strategies. Advisors can deliver precise and actionable insights by leveraging enterprise financial planning software like Snap Projections, which enhances their service offerings and client satisfaction.
How can financial planning software improve my process?
Snap Projections’ enterprise financial planning software transforms how Advisors manage their workflow. Streamlining data entry and generating accurate financial models reduces the time spent on administrative tasks, which allows Advisors to focus more on client interactions and strategic planning. The software’s ability to compare multiple scenarios on a single page helps present clear and concise options to clients. With features such as real-time updates and personalized recommendations, Snap Projections enhances the efficiency and effectiveness of the financial planning process, which leads to better client outcomes and increased business growth.
What features should I look for in financial planning software?
When selecting financial planning software, it is essential to consider features that align with your practice’s needs. Snap Projections includes key functionalities such as scenario comparison, real-time projections, and advanced tax planning tools. Client-friendly visuals are crucial for delivering precise and engaging financial plans. The software should also offer customization options to tailor plans to individual client needs and support both cash-flow and goals-based planning.
How does financial analysis software help with decision-making?
Financial planning and analysis software is critical in informed decision-making because it provides detailed and accurate financial data. Snap Projections enables Advisors to analyze various financial scenarios, assess the impact of different strategies, and understand the financial implications of client choices. This software offers comprehensive analysis tools highlighting key metrics and trends, which allows Advisors to make data-driven recommendations. By utilizing Snap Projections’ business financial planning software, Advisors can give clients precise insights into their financial health to facilitate a more strategic and confident decision-making process.