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Before & After Snap Projections
BEFORE
Wasted time
Are you wasting time with Excel or cumbersome, hard to use financial planning software to produce financial plans that are never read?
Confused clients
Are your clients confused by lengthy, complicated reports? Clients don’t read complex 50+ page reports. Their eyes glaze over.
Unengaged prospects
Are you failing to engage prospects and receive valuable referrals from clients? Unengaged prospects means no AUM growth.
AFTER
Hours saved every week
Create optimized financial plans and what-if scenarios quickly and efficiently. Reduce back-office time and save 5-10 hours per plan.
Increased client engagement
Use interactive presentations and easily present client projections to balance the level of detail so clients are engaged but not overwhelmed.
Growth in your AUM
Effortlessly generate high quality referrals from friends & family. Convert more prospects to clients and grow your practice.
Not ready to sign up for a free trial?
Request a demo and learn how to increase client satisfaction, save time and generate more referrals.
Expenses Module for goals-based planning
Leverage improved interactive charts and presentations to help educate your clients and show them without a doubt how the plan will ensure their goals are met. The new Expenses Module provides a transparent and highly customizable financial planning experience.
Provide your clients personalized recommendations
Show your clients their whole life on one page
Stress Test projections and investment returns
Create optimized projections in minutes
Instantly compare scenarios
Create professional client-friendly reports
What Financial Advisors & Planners are saying 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
“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
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
Richards Financial
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