Brand : Snap Projections
Advisor Professional (Pro Features): $69/user/month
Advisor Business: $99/user/month
Advisor Enterprise: Custom Pricing
excl. GSTSave Extra with 2 Offers
Save upto 28%, Get GST Invoice on your business purchase
Buy Now & Pay Later, Check offer on payment page.
Snap Projections is an innovative financial planning software designed to simplify and enhance the work of Canadian financial advisors, planners, and investment managers. With Snap Projections, professionals can create optimized financial plans, run interactive projections, and compare up to five scenarios instantly. This software transforms complex financial data into visually engaging, client-friendly charts, making it easier to communicate strategies and recommendations. Its intuitive interface saves advisors time, allowing them to deliver personalized, goal-driven advice while focusing on growing their assets under management (AUM).
Read more
Get Instant Expert 
Safe & Secure 
Assured Best Price Time Savings
Create optimized financial plans and what-if scenarios quickly, saving 5-10 hours per plan
Client Engagement
Use interactive presentations to engage clients without overwhelming them.
Growth in AUM
Generate high-quality referrals and convert more prospects to clients.
One-Page SnapShot
Create personalized, one-page summaries or executive summaries within full financial reports.
Expenses Module
Provides a transparent and customizable financial planning experience.
Stress Testing
Apply historical or randomly generated rates of inflation and investment returns to stress test projections.
Real-Time Updates
Make quick updates and real-time changes to client projections on one page.
Windows 
Android 
Desktop 
Mobile 
Web-Based, Perpetual | Brand Name | Snap Projections |
| Information | Develops financial planning software designed for financial advisors, planners, and investment managers1. The software offers features like comprehensive cash-flow planning, goals-based planning, automated recommendations, stress testing, retirement planning, and more. |
| Founded Year | 2014 |
| Director/Founders | Pawel Brzeminski |
| Company Size | 15+ Employees |
Receive our comprehensive guide to streamline the software selection process, enabling you to identify the suitable software and get back to business quickly.
15000+
Happy Customers
300+
Categories
5000+
Software listed
