The Best Financial Planning Software for Small to Medium Advisory Teams & Independent Advisors
Look more professional, have better conversations & easily attract more referrals while growing your AUM.
Easy to use yet comprehensive financial planning software designed for Canadian advisors, planners, and wealth managers. Simplify your planning process, easily illustrate your value to clients, and grow your practice.
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How Snap Projections Can Make a Difference
Without Snap Projections
Are you wasting time with Excel or cumbersome, hard to use financial planning software to produce financial plans that are never read?
Are your clients confused by lengthy, complicated reports? Clients don’t read complex 50+ page reports. Their eyes glaze over.
Are you failing to engage prospects and receive valuable referrals from clients? Unengaged prospects means no AUM growth.
With Snap Projections
Save Hours Every Week
Create optimized financial plans and what-if scenarios quickly and efficiently. Reduce back-office time and save 5-10 hours per plan.
Increase Client Engagement
Use interactive presentations and easily present client projections to balance the level of detail so clients are engaged but not overwhelmed.
Grow Your AUM
Effortlessly generate high quality referrals from friends & family. Convert more prospects to clients and grow your practice.
Here’s What Our Users Are Saying About Snap Projections