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NEW FEATURERecommendations: instantly provide options when goals are over or underfunded!

Guaranteed to increase your client satisfaction and referrals

“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.”

Justine Vanos

CFP®, HBA, Financial Planner, CI Assante Wealth Management

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, such as our Paraplanning Service, 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 of Snap Projections?

Snap Projections helps financial advisors, planners, and wealth managers grow their AUM and increase referrals.

Easily illustrate your value and educate clients to help them make better financial decisions with an easy to use yet comprehensive financial planning software.

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