Clients, Partners & Affiliations
Enhance financial planning with real-time insights
Save time with an automated wealth management app
Using our wealth management tool, you can reduce data entry, automate recommendations, plus generate comprehensive or one-page reports instantly. Knowing the app handles these processes correctly and transparently, you can focus more on client relationships and strategic planning.
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 that provides clear visualizations. This approach will help clients understand their options and choose the best strategies to meet their financial goals.
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, improve client understanding and engagement, and support clients to make 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 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
Optimize your clients’ tax strategies with our wealth management applications. Easily model the tax implications of charitable giving or contributing to tax-advantaged accounts. Incorporate the latest tax regulations automatically to create precise, personalized plans. Improve 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. Instantly answer your clients’ most important financial questions. Streamline your financial planning process by delivering actionable insights that align with each client’s unique financial goals and circumstances.
Customizable planning flexibility
Personalize 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 help to protect 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. Projections can be stress tested to ensure resiliency.
One-page reports
Instantly create personalized one-page report 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 a concise, actionable deliverable that clients will 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. Easily model education savings, travel planning, large purchases, changing the retirement date, and more.
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.