Snap Projections Information

Transparent, highly flexible, and easy-to-use financial planning software for Canadian Financial Advisors, Planners, and Investment Managers. Snap Projections helps Financial Advisors, Planners and Investment Managers grow their practices and increase referrals through effective financial planning. With Snap, Advisors can deliver efficient, personalized financial plans their clients value and can easily understand. Snap provides comprehensive cash-flow planning, goals-based planning, automated Recommendations, Stress Testing, retirement planning, accumulation and decumulation planning capabilities, and much more — all while remaining easy to use, interactive, and client-friendly. Snap allows planners to effortlessly implement both simple and complex financial plans, which can be easily adjusted in real-time during an in person engagement or in a virtual meeting. This modern, transparent and customer-centric approach made available by Snap is disrupting the traditional approach to financial planning, making it efficient, collaborative and impactful.