Clients, Partners & Affiliations
Present personalized plans with ease
Personalize your client meetings with financial plans that cater to their individual goals and life circumstances. Be prepared to impress clients with action-oriented, detailed plans that build relationships through trust and transparency.
Enhance client engagement with clear reports
Reduce complexity in tax and retirement planning
We are committed to simplifying tax calculations and retirement planning for you and your clients. Our intuitive financial plan templates and workflows help Advisors transform complex tax and retirement considerations into straightforward plans that clients can feel confident about.
Provide consistent and transparent advice
Build trust with accurate financial planning templates
Automate financial planning, save valuable time
Scenario comparison
Compare multiple financial scenarios side-by-side and present up to five different plans on a single page. This will help your clients visualize potential outcomes and make informed decisions based on personalized and comprehensive comparisons.
One-page SnapShot report
Create concise, impactful summaries with the one-page SnapShot report. This feature allows Advisors to deliver a clear, personalized overview of a client’s financial plan, highlighting key elements and projections on a single, easy-to-understand page.
Real-time projections
Adjust financial plans on the fly with real-time projections. This feature allows you to update client data to instantly reflect changes and ensure projections remain accurate and relevant, improving client discussions and decision-making processes.
Automated recommendations
Quickly answer your clients’ most pressing financial questions and deliver clear, data-driven recommendations in real time.
Flexible workflows
Customize workflows to fit each client’s unique financial situation. The flexibility of financial planning templates and workflows allows Advisors to build personalized and relevant plans that only include the pertinent details for each specific case.
Comprehensive support
Get expert support exactly when you need it. Our responsive customer service team is ready to help you deliver the best possible plans for your clients.
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 a financial planning template?
A financial planning template or workflow is a structured framework that Advisors use to organize and present a client’s financial information. It includes sections for assets, liabilities, income, expenses, and various financial scenarios. These templates and workflows ensure consistency, accuracy, and clarity, which empowers Advisors to create comprehensive and professional financial plans in a fraction of the time they’d spend creating them manually.
How does a financial planning template help Financial Advisors?
Financial Advisors spend hours gathering data, developing financial plans, and creating presentations for clients. A template for financial planning gives the Advisor those hours back by streamlining the planning process with a standardized structure for organizing client data. These templates reduce manual input and errors and allow Advisors to present clear and detailed plans to their clients. The result? Clients can better understand their plans and make more informed financial decisions.
What information is included in a financial planning template?
A comprehensive financial planning template or workflow should include the client’s income sources, expenses, assets, liabilities, tax information, retirement spending needs and plans, insurance coverage, and more. The templated workflow in Snap creates the foundation for the Advisor to easily build financial projections, create what-if scenarios, and provide personalized recommendations to address the client’s specific financial goals and circumstances.
How do financial planning templates improve client communication?
Financial planning templates create a consistent, repeatable process that streamlines your practice. With standardized workflows, you can focus on what matters most – delivering valuable insights and recommendations to your clients. Clear and accurate communication helps clients understand their current financial status and any recommendations the Advisor has for them. This clarity helps build open dialogue and better trust in the client—Advisor relationship.
How often should I update my financial planning template?
The projections produced from the process of working through your financial planning templates and workflows should be updated regularly to reflect changes in a client’s financial situation and external factors such as market conditions or tax laws. Also, it is advisable to review and update plans at least annually or whenever major life events occur to ensure that the financial strategies remain relevant and effective.