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A Professional Wealth Management App for Advisors & Financial Planners

Access powerful financial planning capabilities through Snap Projections’ secure online platform. Built specifically for licensed Canadian Advisors, our browser-based software helps you create comprehensive financial plans that save 5-10 hours per client plan. Generate precise projections and clear reports that help grow your practice — all through a modern, web-based interface that’s always up to date.

Clients, Partners & Affiliations
Recommendations from Snap Projections.

Enhance financial planning with real-time insights

Our wealth management application allows Advisors to make adjustments and update projections in real time. Make informed decisions promptly to ensure your clients receive the most current and relevant advice. Real-time insights keep your plans accurate and your clients confident.
the one-page financial plan report

Save time with an automated wealth management app

Using our wealth management tool, you can reduce data entry, automate recommendations, and generate comprehensive and one-page reports swiftly. Knowing that the app handles these processes correctly and transparently, you can focus more on client relationships and strategic planning.
Advisors can compare scenarios in Snap Projections financial planning software

Make smarter recommendations with scenario comparisons

With our wealth management tools, you can evaluate multiple financial paths. Compare up to five scenarios on a single page, which provides clear visualizations. This approach can help clients understand their options and choose the best strategies to meet their financial goals.
In this chart, we are comparing two scenarios. In the year 2049 when John is 84, we can see the inflection point of the two plans showing the same personal estate after tax value. If John lives longer than 84, we can see that the alternative scenario of delaying CPP until age 70 is more beneficial.

Engage clients with interactive dashboards

Snap Projections’ wealth management app provides interactive dashboards that present your clients’ financial data. Display cash-flow and projections using dynamic charts and graphs. These visual tools make complex information accessible and enhance client understanding and engagement while supporting informed financial decisions.

Stress Testing in Snap Projections - Advisors can apply historical and randomized data sets to stress test their financial projections

Prepare for risk with built-in stress testing functionality

Snap Projections’ wealth management app includes stress testing features that assess your clients’ financial plans under various economic conditions. Analyze different scenarios by applying random or historical rates of return and inflation to your projections to demonstrate volatility and sequence of return risk. These tools enable Advisors to create resilient financial plans, which provide clients with confidence and preparedness for unexpected events.

Core features that save you time

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Advanced tax planning

Optimize your clients’ tax strategies with our wealth management applications. Incorporate the latest tax regulations automatically to create precise, tailored plans. Enhance your Advisory services by delivering sophisticated tax planning that optimizes your clients’ financial outcomes.

Automated recommendations

Leverage transparent algorithms in our wealth management app to provide automated, personalized recommendations. Streamline your financial planning process by delivering actionable insights that align with each client’s unique financial goals and circumstances.

Customizable planning flexibility

Tailor financial plans to your clients’ unique situations with highly flexible modelling capabilities. Our wealth management app allows Advisors to adjust and fine-tune every aspect of a financial plan, from retirement timing to tax optimization strategies. This adaptability ensures you can accurately model complex scenarios while maintaining the transparency your clients expect.

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Cash-flow forecasting

Predict and manage your clients’ financial futures with precise cash-flow forecasting. Our wealth management applications allow Advisors to easily create detailed projections that help their clients plan for retirement income, expenses, and investment growth, which ensures long-term financial stability.

One-page reports

Create instant, personalized one-page summaries that clearly communicate complex financial plans. Our wealth management app helps Advisors deliver professional, branded reports that improve client understanding and demonstrate value. Transform detailed projections into concise, actionable deliverables that clients will actually read and understand.

Interactive goal-setting

Engage clients in their financial journey with interactive goal-setting features. Our wealth management app allows Advisors to collaborate with clients in defining and tracking their financial objectives to foster a motivated path to success.

What Financial Advisors and Planners Say About Snap Projections

“As a physician turned financial planner, I am well-acquainted with the frustrations and bad outcomes that can result from software that doesn’t perform well when you need it. My experience with Snap has been exactly the opposite. Even as a beginner, I was up and running after just a few practice scenarios.
Matt Poyner, Financial Planner
Matt Poyner
Financial Planner
“I will vouch: the client service is stellar from Snap Projections. I submitted a case consult request and had someone on the phone within 15 minutes to resolve it! When one submits an online support request, there’s sort of an expectation that someone will get back to you within a couple of business days, but Snap is so responsive.”
Kelsey Smart, CFP
Kelsey Smart, CFP
Principal, Smart Investments
“Snap Projections has the best support system of any Financial Planning software that I have used and I must have used nearly 10 of them. Snap’s support is far superior, providing quick and helpful support. For example, with another provider, I would have to set up support calls a day in advance but with Snap I really like the ability to call in and get help right away.”
Margaret Richards, CFP
Margaret Richards, CFP
Richards Financial
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Frequently Asked Questions

How does Snap Projections help with financial planning?

Our web-based wealth management app helps licensed Canadian Advisors and Planners create comprehensive financial plans quickly and efficiently. Compare up to five scenarios, generate one-page SnapShot reports, and make real-time updates during client meetings. Save 5-10 hours per plan while delivering better results.

How accurate are the financial projections?

Snap Projections creates precise financial plans incorporating current Canadian tax laws and regulations. Our stress testing feature lets you evaluate various scenarios under different market conditions, helping Advisors show clients how their plans may perform in different economic situations. All calculations are transparent and easily verified by the Advisor.

What client engagement features are available?

Present up to five scenarios side-by-side during client meetings, with real-time updates as you discuss options. Generate clear one-page SnapShot report summaries that clients actually read. Show how different choices can affect retirement income, tax efficiency, and the ability to meet overall financial goals.

What kind of support do you offer?

Snap Projections provides industry-leading customer support to ensure Advisors get maximum value from our platform. Access immediate assistance through phone and email with comprehensive training resources to help you serve clients more effectively. Unlike other software providers, the team at Snap will do 1:1 screen-sharing with you over Zoom or Teams for Onboarding plus as needed to ensure your questions are addressed and help you with your projections.