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
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 returns 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
Automated recommendations
Customizable planning flexibility
Cash-flow forecasting
One-page reports
Interactive goal-setting
What Financial Advisors and Planners Say About Snap Projections
Financial Planner
Principal, Smart Investments
Richards Financial
The Marketing Guide for Financial Advisors
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.