Integrate financial planning into your practice efficiently
Snap Projections helps Advisors save 5-10 hours per financial plan with quick data entry, real-time projection updates, and automated recommendations all accessible from a single planning page. Create comprehensive, customized plans quickly using templates that maintain professional presentation standards while delivering the transparency clients need for confident decision-making.
Help clients visualize the impact of planning decisions
Snap Projections’ wealth management software helps Advisors illustrate the impact of planning decisions on their clients’ investment assets to help them make more informed decisions. Our visuals help clients understand tax implications, retirement readiness, and investment progress. By showing how their choices shape financial outcomes, you build greater trust in your recommendations.
Improve client trust with transparent financial planning
Create detailed financial plans with Snap Projections’ wealth management software products that clearly map out assumptions, calculation methods, and the reasoning behind recommendations. This transparency builds credibility with your clients. When clients understand your process and trust your planning approach, they’re more likely to recommend your services to others.
Customize every plan to match your client’s unique needs
Financial Advisors can tailor plans for each client with Snap Projections’ wealth management software solutions. Provide personalized insurance needs analysis reports, integrate business assets, account for inheritances, and create optimized retirement income planning withdrawal strategies. Customize inflation assumptions and retirement dates based on each client’s circumstances rather than using one-size-fits-all scenarios.
Build stronger client relationships with interactive reports
Snap Projections’ wealth management reporting software enables interactive presentations where you can adjust variables during client discussions and instantly show how changes affect their financial plan. This real-time collaboration involves clients in the planning process, demonstrates that you value their input, and creates opportunities for meaningful follow-up conversations about evolving priorities.
Make better decisions with side-by-side scenario comparisons
Easily compare up to five financial outcomes
Our wealth management system enables Financial Advisors to compare up to five scenarios side-by-side, helping clients understand trade-offs between different savings rates, retirement dates, and investment choices. These visual comparisons bring clarity to complex decisions by clearly showing how each path affects long-term outcomes.
Flexible retirement income planning control
Create personalized retirement income plans with Snap Projections’ wealth management software products. Adjust withdrawal amounts and account sequencing to match your clients’ specific goals. This flexibility gives clients clarity about critical retirement income decisions and demonstrates how strategic planning optimizes their financial resources.
Plan for market and inflation swings
Protect your clients’ financial future with Snap Projections’ wealth management software by running comprehensive stress tests against various market conditions. Advisors can apply both historical or randomized rates of return and inflation rates to their projections to stress test their clients’ financial futures.
Analyze tax planning scenarios
Our private wealth management software enables Advisors to model federal and provincial taxes accurately, giving clients better control over their after-tax wealth. Advisors can easily model the personalized impact of making charitable donations or income splitting, helping clients make informed decisions to optimize their tax planning.
Easily visualize cash flow changes
Snap Projections’ wealth management software creates visual cash flow trackers showing income sources, spending patterns, savings rates, and tax obligations. These visualizations highlight optimal moments for adjusting tax and investment strategies, enabling you to provide more targeted and effective financial advice.
Create client-friendly executive summaries
Leverage the SnapShot feature in our wealth management software to create concise, one or two-page executive summary reports featuring critical information like recommendations, financial asset flows over the next 5 years, and net worth. These summaries provide clients with clear takeaways and action items that support informed financial decision-making without overwhelming detail.
Utilize a platform tailored for Licensed Advisors
Snap Projections’ wealth management software solutions integrate the latest Projection Assumption Guidelines from FP Canada and the Institut québécois de planification financière. Our platform provides professional report templates with clear visuals and customizable branding while maintaining presentation standards that help Advisors deliver transparent, compliant financial advice to their clients.
Support from a real team when you need it
Snap Projections offers industry-leading customer support that users consistently praise as superior to other financial planning software. Our support team provides quick and helpful assistance when you need it, five days a week, at no extra cost and with no limits on how much support you can access. Our top priority is ensuring every Advisor that signs up is successful with Snap Projections, providing the transparent, easy-to-use experience that sets us apart.
What Investment and Wealth Advisors Say About Snap Projections
Financial Planner
Principal, Smart Investments
Richards Financial
The Financial Advisor’s Marketing Guide
Frequently Asked Questions
What features does Snap Projections’ wealth management software offer?
Our wealth management software includes scenario comparison tools, stress testing with historical or randomized rates, accurate Canadian tax calculations, and client-friendly reports. Advisors can easily illustrate cash flow, tax efficiency, and retirement withdrawals to provide transparent financial advice to clients.
How does this wealth management system improve client engagement?
Our wealth management system improves client engagement through interactive presentations and one-page SnapShot summaries. Clients who previously had their “eyes glaze over” with complex 50+ page reports can now understand key financial takeaways, leading to better client satisfaction and valuable referrals.
How does Snap Projections simplify wealth management for Advisors?
Snap Projections streamlines wealth management by enabling quick scenario analysis, real-time projection updates, and the ability to make changes on one page without navigating to multiple tabs and areas. Advisors can save 5-10 hours per plan while delivering better financial advice.
Can I customize financial plans for different client needs?
Yes! Our software is highly flexible and customizable to ensure you can model your clients’ lives accurately.
Advisors can tailor plans for each client’s unique circumstances rather than using one-size-fits-all scenarios, addressing the common financial planning software pain point of limited scenario flexibility.
What support does Snap Projections provide for wealth management?
Snap Projections offers industry-leading customer support that’s consistently praised by users.
Unlike competitors, Snap provides immediate assistance when you need it, ensuring smooth operation of your wealth management services.