Financial Planning Software for Advisor Teams
Real-time collaboration
Snap Projections enables multiple Advisors to work together on client files, ideal for joint meetings and cross-functional planning. Our transparent platform allows teams to make real-time changes on one page, helping Advisors save time while delivering cohesive, high-quality financial advice.
Consistency and standardization
Teams benefit from shared questionnaires, assumptions, and workflows that ensure consistent methodology and service across all client plans. This reduces the chance for errors, simplifies transitions between Advisors, and creates a transparent compliance audit trail for everyone’s benefit.
Cloud-based and secure
Our secure cloud platform enables seamless remote collaboration for distributed teams. Advisors can access client files from anywhere, conduct remote meetings with real-time adjustments, and ensure everyone works with current information—particularly valuable for practices with multiple locations.
Fast, transparent projections
Snap’s intuitive interface helps teams model simple to complex scenarios—from retirement income strategies to tax optimization across RRSP and TFSA accounts. Compare up to five financial scenarios one one page with customizable visuals that clearly demonstrate options, building client confidence in your team’s expertise.
Scalable client management
Snap supports growing practices with centralized billing and role-based access. Easily onboard new team members, maintain consistent client experiences, and efficiently manage more clients. Grow your AUM with transparent advice backed by industry-leading customer support.
Comprehensive financial planning features for Advisor teams
Scenario comparison on one page
Teams using Snap Projections’ financial planning software for Advisors can compare up to five scenarios on one page. This gives clients total clarity on the net difference between options, easily demonstrating the Advisory team’s value. Advisors can choose which metrics to compare, and also opt to compare just two scenarios which automatically creates a third “difference” column on the comparison report.
One-page SnapShot summary report
Create branded one-page SnapShot reports highlighting essential metrics such as current goal status, next steps, and financial asset flows for the next 5 years. These client-friendly summaries display the financial data that matters most, helping your Advisory team deliver clear advice clients will actually read and understand.
Real-time updates and projections
Snap Projections’ financial planning software for Advisors lets teams make real-time changes to financial projections directly from the main planning page. For example, Advisors can adjust RRSP or TFSA contribution amounts or rates of return, to instantly show how these changes could impact a client’s long-term goals. This makes it highly efficient to create multiple “what-if” scenarios for your clients to consider and compare.
Optimized cash flow and projections
Equip your Advisor team with cash flow projections that accurately model Canadian-specific elements like RRSP contribution room, TFSA limits, and OAS clawback thresholds. Create accurate, tax-efficient withdrawal strategies showing clients how to optimize CPP timing, minimize tax on registered accounts, and maximize after-tax retirement income.
Stress test projections for client education
Teams can use our financial planning software for Advisors to conduct stress testing that assesses a financial plan’s resilience. Advisors can apply historical or random investment returns and inflation rates to their projections with the click of a button, and also model various life events that can add unexpected stress to a financial plan. This planning approach helps clients to prepare for the unexpected and provides the Advisory team with an opportunity to educate their clients and provide them with peace of mind.
Time-saving features
Reduce Advisor workload with quick data entry features that automatically populate retirement projections, tax calculations, and SnapShot reports. Save 5-10 hours per plan through automated recommendations, scenario comparison tools, and efficient report generation—allowing your team to serve more clients with personalized advice.
What Investment Advisors and Financial Planners Say About Snap Projections
Financial Planner
Principal, Smart Investments
Richards Financial
The Financial Advisor’s Marketing Guide
Frequently Asked Questions
How can Snap Projections improve collaboration within Advisor teams?
Enable multiple Advisors to collaborate during client meetings with real-time scenario adjustments. Our platform allows teams to conduct effective peer reviews, transition clients between retirement and insurance specialists, and maintain standardized planning assumptions across your practice. Advisors can jointly prepare comprehensive plans while maintaining consistent client experiences regardless of which team member they interact with.
How can Advisor teams customize financial plans for different client needs?
Using our financial planning software for Advisors, professionals can create personalized plans for each client that are based on their specific goals and needs. The software is highly flexible to ensure client’s lives can be modelled accurately, whether they are a young family saving for their children’s education or an incorporated small business owner.
How does Snap Projections support Advisor teams?
Snap Projections’ Advisor Business plan provides data-sharing and team set-up to support the needs of Financial Advisor teams. This plan includes unlimited clients and projections, access to the Corporate module, and centralized billing with customizable role-based access, depending on each firm’s needs.
What training resources are offered for Advisor teams?
Snap Projections offers comprehensive training resources (in both English and French) for teams using our financial planning software for Advisors that cater to different learning styles and experience levels. The Customer Support team is highly trained, and provides 1:1 Onboarding sessions over Zoom, plus regular webinars and drop-ins.
Our searchable online Knowledge Base is continuously updated and maintained to keep your team informed about the platform’s capabilities. Snap was recently awarded the 2025 Best Customer Support from Capterra, an independent 3rd party software review site.
How can Advisor teams customize financial plan reports for clients?
Snap Projections’ financial planning software for Advisors allows teams to create customized client reports with your firm’s branding, from concise one-page SnapShot summaries to comprehensive financial plans.
Your team can tailor visualizations showing RRSP/TFSA projections, tax-efficient withdrawal strategies from registered accounts, and CPP/OAS optimization scenarios—all presented with client-friendly charts that balance detail with clarity and engagement.