Clients, Partners & Affiliations
Enhance financial planning with real-time insights
Save time with an automated wealth management app
Make smarter recommendations with scenario comparisons
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.
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
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.
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
Financial Planner
Principal, Smart Investments
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.