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Frequently Asked Questions

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.

Are there any additional fees?

No, all fees for each plan’s respective features (and the support) have been listed in the main pricing plans above. We may offer other services (e.g. Paraplanning Service) or in-app add-ons (e.g. Historical Scenario Add-on) for an additional fee but these services or add-ons are not required and are simply in addition to the core plans we offer.

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.

“I really like Snap Projections. It’s very easy to work with yet provides sufficiently detailed analysis for my clients.

My clients find it intuitive and easy to understand, and can quickly determine if they are on track or if adjustments need to be made.

Their team is very responsive and great to work with.”

Brant Taylor, CFP, RFP, CLU, CEA, BBA

Senior Financial Planner, Assante Financial Management Ltd.

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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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