Guaranteed to increase your client satisfaction and referrals
Advisor Professional
Pro Features- Start Your Free Trial
- NEW Automated Financial Recommendations: Show options and optimize client outcomes with automated Lifestyle and Financial Recommendations. Instantly answer questions such as, “When should I take my CPP?” with transparency while maintaining control over the plan.
- AI Import Assistant: Get client data into Snap faster, with less effort. An innovative solution to expensive API or integrations that don’t always work, you can upload client documents or plans from other software, and provide instructions to auto-create your first draft. Review and verify rather than create plans from scratch. This is AI-driven financial planning for repetitive tasks, not replacing Advisor judgement or control.
- Insurance: Model existing or proposed Life, Critical illness, and Disability insurance policies. Build impactful, personalized insurance needs analyses reports that model client conversations.
- Compare Scenarios: Instantly compare up to 5 scenarios with tables and charts to show the impact of choices.
- Reports: Provide a concise, actionable 1 or 2-page SnapShot summary report or easily create a client-friendly, comprehensive financial plan report.
- Retirement planning: Fully customizable decumulation and asset drawdown functionality for highly personalized retirement income, estate, and tax planning. Use machine automation to optimize, control manually, or use a blend of both.
- Tax planning: Help your clients optimize their taxes with numerous automations. This includes taxable income targeting, automatic TFSA top-ups, FHSAs, charitable donations, income splitting, personal and spousal income taxes (T1, T4) plus tax on estate details and charts.
- Language preference: the software, Customer Support, and training resources are available in both English and French.
- Customer Support: Upon starting your Free Trial, you will get to book your individual Training session over Zoom or Teams. For on-going support and help as needed, you have access to scheduled Zoom/Team sessions, phone, and email support at no extra cost. The support team hosts CE-accredited webinars regularly and maintains an updated online, searchable Knowledge Base. Snap is well-known for their industry leading support team!
- Stress Testing: Apply historical and randomized rates of returns to your plans.Add-on
- Corporate planning: Modelling for multiple CCPCs that includes corporate tax (T2), Life Insurance, RDTOH, CDA, GRIP, disposition options and more.
- Getting started: Snap is a web-based platform meaning no downloads are required. Once you create your account, you’ll have instant access to the software and training materials, and continued online access from any location.
- Unlimited Clients / Scenarios
- Education Planning (RESP)
- Team set-up options with data sharing
Advisor Business
Most Popular- Start Your Free Trial
- NEW Automated Financial Recommendations: Show options and optimize client outcomes with automated Lifestyle and Financial Recommendations. Instantly answer questions such as, “When should I take my CPP?” with transparency while maintaining control over the plan.
- AI Import Assistant: Get client data into Snap faster, with less effort. An innovative solution to expensive AI or integrations that don’t always work, you can upload client documents or plans from other software, and provide instructions to auto-create your first draft. Review and verify rather than create plans from scratch. This is AI-driven financial planning for repetitive tasks, not replacing Advisor judgement or control.
- Insurance: Model existing or proposed Life, Critical illness, and Disability insurance policies. Build impactful, personalized insurance needs analyses reports that model client conversations.
- Compare Scenarios: Instantly compare up to 5 scenarios with tables and charts to show the impact of choices.
- Reports: Provide a concise, actionable 1 or 2-page SnapShot summary report or easily create a client-friendly, comprehensive financial plan report.
- Retirement planning: Fully customizable decumulation and asset drawdown functionality for highly personalized retirement income, estate, and tax planning. Use machine automation to optimize, control manually, or use a blend of both.
- Tax planning: Help your clients optimize their taxes with numerous automations. This includes taxable income targeting, automatic TFSA top-ups, FHSAs, charitable donations, income splitting, personal and spousal income taxes (T1, T4) plus tax on estate details and charts.
- Language preference: the software, Customer Support, and training resources are available in both English and French.
- Customer Support: Upon starting your Free Trial, you will get to book your individual Training session over Zoom or Teams. For on-going support and help as needed, you have access to scheduled Zoom/Team sessions, phone, and email support at no extra cost. The support team hosts CE-accredited webinars regularly and maintains an updated online, searchable Knowledge Base. Snap is well-known for their industry leading support team!
- Stress Testing: Apply historical and randomized rates of returns to your plans.Add-on
- Corporate planning: Modelling for multiple CCPCs that includes corporate tax (T2), Life Insurance, RDTOH, CDA, GRIP, disposition options and more.
- Getting started: Snap is a web-based platform meaning no downloads are required. Once you create your account, you’ll have instant access to the software and training materials, and continued online access from any location.
- Unlimited Clients / Scenarios
- Education Planning (RESP)
- Team set-up options with data sharing
Advisor Enterprise
Compliance & Collaboration- Contact Us
- NEW Automated Financial Recommendations: Show options and optimize client outcomes with automated Lifestyle and Financial Recommendations. Instantly answer questions such as, “When should I take my CPP?” with transparency while maintaining control over the plan.
- Insurance: Model existing or proposed Life, Critical illness, and Disability insurance policies. Build impactful, personalized insurance needs analyses reports that model client conversations.
- Compare Scenarios: Instantly compare up to 5 scenarios with tables and charts to show the impact of choices.
- Reports: Provide a concise, actionable 1 or 2-page SnapShot summary report or easily create a client-friendly, comprehensive financial plan report.
- Retirement planning: Fully customizable decumulation and asset drawdown functionality for highly personalized retirement income, estate, and tax planning. Use machine automation to optimize, control manually, or use a blend of both.
- Tax planning: Help your clients optimize their taxes with numerous automations. This includes taxable income targeting, automatic TFSA top-ups, FHSAs, charitable donations, income splitting, personal and spousal income taxes (T1, T4) plus tax on estate details and charts.
- Language preference: the software, Customer Support, and training resources are available in both English and French.
- Customer Support: Once the account is created, Advisors will get to book individual Training sessions over Zoom or Teams. For on-going support and help as needed, you have access to scheduled Zoom/Team sessions, phone, and email support at no extra cost. The support team hosts CE-accredited webinars regularly and maintains an updated online, searchable Knowledge Base. Snap is well-known for their industry leading support team!
- Stress Testing: Apply historical and randomized rates of returns to your plans.Add-on
- Corporate planning: Modelling for multiple CCPCs that includes corporate tax (T2), Life Insurance, RDTOH, CDA, GRIP, disposition options and more.
- Getting started: Snap is a web-based platform meaning no downloads are required. Once the account has been created, Advisors have instant access to the software and training materials, and continued online access from any location.
- Unlimited Clients / Scenarios
- Education Planning (RESP)
- Data Sharing & Compliance Auditing
- Customized Reporting & Billing
- API
“When we had to switch software, I initially tried to use NaviPlan®. Even for me, I found it was so confusing to learn. A few other Assante advisors had mentioned Snap, so we tried it, and instantly it was so much easier to use and navigate. Anytime you have questions, someone is there to help you. It was night and day. Using Snap has majorly impacted our ability to increase revenue from existing clients, as well as secure new ones.”
Frequently Asked Questions
Are there additional fees for Add-ons?
Currently, Stress Testing is the only paid add-on. Aside from that optional feature, there are no additional fees within the software. Stress Testing is $9/mo ($8/mo if billed annually) and is only billed for the days it is active. We may offer additional services outside of the platform for an additional fee, but any services or add-ons are not required and are simply in addition to the core plans we offer.
Do I need a demo before my Free Trial?
No, but we highly recommend it. We give you a quick training during the demo to get you up to speed in no time so you can start creating useful projections for your clients right away.
Is my data secure?
We treat security of your data extremely seriously. We applied industry standards, best practices for data security and use the Secure Socket Layer (SSL) Encryption. This is the encryption used by major banks.
Where is my data stored?
We use 100% Canadian server infrastructure. This means all data stored on our servers resides physically in Canada.
Can I change my plan?
Yes, you can upgrade or downgrade your plan at anytime.
Can I cancel my subscription?
Yes, you can cancel your subscription at anytime. You’ll only be billed until the end of your current billing period and that’s it.
Does my Free Trial come with full functionality?
Absolutely, you have full access to all functionality we offer during your free trial.
What is Data Sharing?
Data Sharing allows you to share projections with your co-workers making it more effective to work as a team.
Who uses Snap Projections?
Snap is used by financial advisors, planners, accountants and investment managers all across Canada. From solo advisory practices to established wealth management advisory teams.
What is a 30-Day Money Back Guarantee?
This is our unmatched in the industry guarantee. If Snap doesn’t work out for you for any reason, you’ll receive 100% of your money back if you cancel within 30 days, no questions asked.
Not ready to sign up for a free trial?
Request a demo and learn how to increase client satisfaction, save time and generate more referrals.
