Earn free months of Snap Projections
If Snap Projections financial planning software is helping you gain more referrals & grow your practice, why keep it to yourself?
If you’re a Financial Advisor, Planner, or Investment Manager, and a current user of Snap Projections sent you this page, it’s because they think Snap will help you, just like it has helped them.
Watch the video to learn more!
Sign up and get 50% off your first month of service.
Sign up for your 14-day Free Trial of Snap Projections and get 50% off your first month of service!
If you stay with us beyond your Free Trial and the 30-day money back guarantee, the Advisor who referred you will receive a free month of service or $100 off their annual renewal! It’s win-win.
Why choose Snap for your financial planning software?
This is a financial planning platform that was designed with Advisors, for Advisors.
Snap is different from other solutions you may have tried in the past. Founded in 2014 to provide an efficient software for personalized decumulation advice, Snap has transformed into a comprehensive financial planning software that is transparent, easy to use, and highly customizable.
Find out why thousands of Canadian Advisors are already leveraging Snap to scale their practices, convert prospects, and receive more referrals.
Here is how the program works
The Referral Program at Snap is designed to help keep our subscription costs as low as possible and ensure we can continue to further develop and improve the product for you. We greatly appreciate when our users help us grow our business by letting their Colleagues know that Snap is helping them scale their practices and better serve their clients.
When a current user of Snap Projections has a fellow Financial Advisor, Planner, or Investment Manager sign-up for Snap based on their Referral, two things happen:
- The Advisor who was Referred gets 50% off their first month of Snap Projections. Make sure you register above and provide us with the right email address so we can provide the credit to the Snap user who sent you.
- If the new user stays with Snap Projections beyond their 14-day Free Trial and 30-day money back guarantee grace period, thus becoming a paying user of the software, the Referring Advisor will receive one free month of their own Snap plan. If they are on annual billing, they will receive a $100 credit (for each Referral!) off their annual renewal.
Have questions before proceeding?
Book a 1:1 demo with a Product Specialist to have your questions addressed.
Watch a 5-minute product introductory video on Snap Projections.
See user reviews and product comparisons.