Watch this short video preview of how Snap Projections can help you create simple, effective, and actionable financial plans in a snap.
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Easy to use yet comprehensive financial planning software for asset accumulation & decumulation allowing you to simplify your planning process and convert more prospects into clients.
Create optimized financial and retirement projections quickly and efficiently. Save hours with every client.
Use interactive presentations and clear, easy to understand personalized client reports to educate and engage clients.
Satisfied clients refer you to their friends and family. Reduce back-office time and spend more time with clients to grow your business.
See your client data all on one page. Make quick updates to their projections without going through multiple tabs or extra pages and see the results instantly. Save time, help more clients and run a better business.
Create optimized projections for your clients, in minutes. Easily illustrate their cash-flow, tax efficiency of various accounts, estate taxes, insurance policies and withdrawals in retirement. Generate more revenue with the time you saved (or just enjoy a longer vacation).
Instantly compare scenarios so your clients can easily see the benefit of one scenario versus another. Delay their CPP/OAS or take it early, retire at 58 or work part-time until 67, factor in an inheritance, downsize and calculate their sustainable spending level.
“SnapProjections is an incredibly intuitive tool for the advisor that believes a financial plan is a living, breathing process – not a 50-page plan that their clients will never use. You can sit with clients and get a great start on a financial plan in a short, 15-minute session, or you can compare a dozen different ‘what-if’ scenarios, change things on the fly and answer essentially any hypothetical question your clients may have. It has changed the way I do my business.”
Founder, Wilder Wealth, Investia Financial Services Inc.
“With Snap Projections it is easy for clients to understand how my advice ties back to their financial plan. This is important because plans are at the core of my client relationship. Clients actually understand what is going on and they tell other people about this, which is absolutely key in generating referrals.”
B.Comm CFP FMA
Certified Financial Planner, Desjardins Financial Security Investments Inc.