98% of Customers who sign up with Snap Projections, stay with Snap Projections
“SnapProjections is an incredibly intuitive tool for the advisor that believes a financial plan is a living, breathing process – not a 50-page plan that their clients will never use.
You can sit with clients and get a great start on a financial plan in a short, 15-minute session, or you can compare a dozen different ‘what-if’ scenarios, change things on the fly and answer essentially any hypothetical question your clients may have. It has changed the way I do my business.”
“Starting in 2018, a team of wealth advisors (we call them Coaches) at Libro Credit Union began the process of seeking a financial planning software partner to replace our historical provider. Given the changing complexity and nuances of financial planning we found our existing software to be time-consuming, contained gaps, and was difficult to navigate. We were searching for a solution that had the capability of accommodating a myriad of complex cases, while facilitating a workflow that was easy and intuitive for the Coach.
Libro believes that financial planning is more than just asset, liabilities, and income statements. A good financial plan contributes positively to emotional and mental well-being. We wanted a tool that facilitated discussion, and didn’t require the Coach to get bogged down in minutiae. Ideally our new software would make intuitive decisions, and make logical updates throughout the plan without the need to search them out manually. After a careful analysis of four potential providers, Snap Projections stood out for its clear and concise presentation, it’s ability to grow and evolve online, and its intuitive use.
Our investment in the Snap Projections deployment was the right choice for our licensed investment team and insurance team. Since adopting the solution, a year ago, we have seen better engagement by our staff, a more holistic approach to planning, and have found success with many market segments where planning was not previously provided.”
“Snap Projections allows you to do income planning projections for clients with real ease. The time involved in setting up a client in other tools makes it hard to justify going through the process for all clients. Snap allows you do income projections in a matter of minutes so it can be widely used.”
“The ability to manipulate the data with a client watching is what I enjoy most about Snap Projections. The data entry is simple, and it’s easy to provide clients with a meaningful report after working in Snap Projections together.
You can tell the developers at Snap work closely with advisors to help them provide clients with a meaningful understanding of their overall retirement and estate picture.”
“Being able to present multiple scenarios is what I like most about Snap Projections. The ease of use allows me to show various scenarios live, in front of clients.
I’m also very analytical, and I like to be able to see everything and in most programs much of the data is hidden and you get lost trying to find the input or trying to explain the output.”
“Clients love seeing my live presentations with Snap. I can bring up the taxation, see total taxes throughout their life as well as any tax on the estate. We can make changes (start ‘de-registration programs’) and compare scenarios together, on the fly.
The learning curve is so much better, other programs are so complex and over complicated. Your engineers really went the extra mile to make this simple for us to use without limiting functionality.”
“With Snap Projections it is easy for clients to understand how my advice ties back to their financial plan.
This is important because plans are at the core of my client relationship. Clients actually understand what is going on and they tell other people about this, which is absolutely key in generating referrals.”
“Moving to Snap was one of the smartest decisions I’ve made. It took me awhile to make the decision but I’m glad I did.
I am saving hours every week in spreadsheet manipulation, and my clients have a ton of confidence in the results and love the output.”
“Snap Projections is a lot more powerful than I expected. I’m able to consolidate assets, add/delete assets, model annuity income, change the after tax spending over the years, copy and compare scenarios.
This is a really powerful tool – I’ll use it as a foundation for all of my clients. I am so happy with it!”
“Snap instantly demonstrates the value of my services to my clients.
I’m able to show the value I create by investing their assets in a goal specific manner, highlighting any going concerns with respect to insurance and pinpointing potential estate or cash flow & debt issues.
It answers the questions quickly that clients want answered: where am I now and how do I get to where I want to be? Will I have enough to retire with?”
“I have tried many financial planning software packages over the last 20 years. I wanted financial planning software that provided accurate and meaningful output but was user friendly.
Snap Projections was the first I have seen that provided these attributes to help me and my team run my financial planning business. I am very happy that I’m using Snap.”
“Snap is a great client conversation and conversion tool. It was built exactly for what advisors and clients want and need.
We have looked at different financial projection options and there isn’t anything quite like Snap Projections out there.”
“I can create a plan within minutes prior to a client meeting, work on it interactively with them for an hour or so and have it in their inbox on their way home from my office.
I never thought doing it this way was possible due to the limitations of the program I was using prior to Snap.”
“I have very much enjoyed my experience with Snap. And I do mean enjoyed – I actually am enjoying my financial planning work more using Snap than previously!
It allows me to quickly focus on what matters, less time messing around with technical detail that doesn’t really help.
Snap saves me an enormous amount of time between building scenarios and making revisions. You clearly have spent time with planners to get this right.”
“I have been involved in the development of Snap Projections since the early days. I have been encouraged by the response of Pawel and his team to the particular challenges we encountered while using it.
We have been able to account for and model the diverse nature of our clients’ situations – from simple employment, defined benefit pension schemes to complex portfolios of personally held rental real estate and corporate assets to be used in retirement cash flow modelling.
Snap Projections answers all the cash flow modelling questions we have thrown at it so far. It explains very well the essential cog in the financial planning gearbox that most other financial projections software completely miss – what do I need to do now and in the future to ensure I have the necessary cash flow to keep my household functioning.
Finally, Snap is really easy to use.”
“I especially like Snap Projections’ ability to provide quick, efficient projections to determine long-term financial sufficiency and the impact of short-term cash allocation strategies.
The program’s ability to calculate after tax estate values and specify spending and saving strategies on a year by year basis means that it is possible to determine what behaviours/strategies add and detract from long-term, after-tax wealth.
I am impressed by the current functionality of the program and I look forward to working with Pawel and his team at Snap Projections on more sophisticated enhancements.”
“Snap Projections so far has reduced my time to develop retirement projections to about a quarter (or less) of the time I used to spend with FP Solutions by CCH. It provides exactly what I need for my clients.
I am sitting down with my clients and bringing up their plans in Snap either in person or online. I am then making changes with them so they can see the implications of their decisions such as their ability to retire sooner or having higher income in retirement. From there we agree how their final plan should look like. The impact on the client is amazing!
Snap allows me to spend more time assisting my clients in moving forward instead of doing back office work. It will also allow us to track the annual progress.
I have absolutely no regrets moving to Snap.”
“Snap allows me to better serve my clients by allowing me to efficiently and cost-effectively deliver retirement income analysis.
Thanks to Snap’s streamlined data entry and practical report templates I can easily offer more planning to more clients.”
“Snap Projections is a new, powerful and important tool in our financial planning practice.
We used to use a variety of financial planning software to do retirement income projections for clients. This was a time consuming process requiring cobbling together of the final report. Now, it literally takes minutes to develop a future projection presented in a single coherent report with coloured charts.
During a client meeting, we can change a variety of inputs to demonstrate (in real-time) what effect the change will have on their future – income, net worth, tax, estate value.
The learning curve with this software is very gentle. A planner can become proficient in a day or two, depending on usage. Access to technical assistance, when required, has been outstanding.
“In other financial planning software you have to keep digging for the numbers. Sometimes you can’t find something and it makes you look unprofessional in front of the client.
Snap is extremely transparent so you always feel in control and are less likely to make mistakes.
It is our #1 tool for becoming aware of and consolidating business.”
“My client meeting went really well. Snap is very good at interactive client presentations.
The clients are happy to review the projections interactively and we can make changes on the fly.”
“Snap Projections is a wonderful tool for financial planning. It is very intuitive, easy to navigate and flexible with respect to scenarios you can build.
Most importantly, Snap is empowering my clients with an opportunity to look into the future with confidence. Addressing any questions or exploring financial possibilities have become a Snap!”
“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.”
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Snap Projections helps financial advisors, planners and wealth managers keep their clients invested, even if markets fall.
Advisors educate clients to help them make better financial decisions through a simple yet powerful and easy to use financial & retirement planning software solution.
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