--- description: Review of Snap Projections Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Snap Projections | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Strategic Planning Software](/directory/3854/strategic-planning/software) > [Snap Projections](/software/404784/snap-projections) # Snap Projections Canonical: https://www.softwareadvice.ie/software/404784/snap-projections Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/404784/snap-projections?page=2) > Snap Projections is an easy-to-use yet comprehensive financial planning software for Canadian Financial Advisors, Planners, and Investment/Wealth Managers. We help great Financial Advisors, Planners \& Investment Managers grow their assets under management \& receive more referrals through effective financial planning. First and foremost, Snap is transparent. When you need to explain something to your clients, you need to first be able to understand it yourself. I talk with Advisors all the time who tell me that if they cannot see how the numbers are being calculated, they feel uncomfortable presenting the plan to their clients. It doesn’t mean they need to run every calculation but they need to be able to understand how the numbers were generated so they can conduct an audit if they need to. This is in stark contrast with other solutions that almost seem to hide the calculations so Advisors have no way of verifying the numbers. There’s just no transparency. Next comes flexibility, customization and control. Your client’s lives can be very complex at times and it can become difficult to model - As the Advisor, you need to have a very high level of flexibility and control over the plan if you want to model those lives accurately and make the plan personal for your client. For example, you should not have to lump multiple TFSAs together because your software isn’t flexible enough to allow for multiple account types. Those types of restrictions can seem insignificant at first, but are often found in practice to make data entry cumbersome and create confusion for clients. Lastly, Snap is an easy to use platform. Lack of ease of use is one of the biggest barriers to software adoption. If it’s hard to learn, or hard to use, no one wants it. We’ve interviewed over 3,000 Financial Advisors, Planners, and Investments managers and our research has indicated these are the top questions clients need answers to. 1. How long will my money last? (Essentially - Am I going to be okay?) 2. How much can I spend in retirement? 3. When should I take my government benefits? 4. Which of my assets should I spend first? 5. Am I saving enough? 6. How much will be left for my kids and other beneficiaries? With Snap Projections, you can address these crucial client questions in mere minutes. But with all the value that is generated from financial planning, for both the clients and the practice, why aren’t more Advisors doing MORE planning? Here’s what Advisors tell us. Problem Number 1: Data entry takes me too long. It can easily take me hours or even days to collect the information from my clients and enter it into a planning platform. Problem Number 2: It takes me hours to develop the projections. One plan alone can take 15 to 20 hours and that just isn’t scalable for the mass affluent market. Problem Number 3: My clients don’t want or understand complex 50-page reports. Their eyes glaze over. Lastly, Problem Number 4: I can’t run quick what-if scenarios with a client in real-time. Often, the adjustments and discussions throughout the planning process turn into multiple back-and-forth meetings that take up everyone’s time. Snap is going to be the solution to these problems because: Snap is going to provide you with a questionnaire that simplifies the data collection process, ensuring you get the information you need, PLUS provide you with a streamlined process to quickly and effectively enter your data into the software. With Snap, you can build a basic plan in less than 20 minutes. Snap provides you with clear, engaging reports that have been designed for your clients. You can also provide interactive, live presentations with colourful charts that will demonstrate how your plan helps your client meet their goals. With Snap, you can build multiple what-if scenarios in real time. A few clicks, a few seconds, that’s it. Each scenario you create will produce its own report and complete plan. > > Verdict: Rated **4.9/5** by 26 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 26 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.9/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Snap Projections ## Commercial Context - **Starting Price**: CA$69.00 - **Pricing model**: Flat Rate (Free Trial) - **Pricing Details**: For independent Advisors, there are two plans to choose from. Advisor Professional starts as low as $69 monthly when billed annually. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop) - **Supported Languages**: English - **Available Countries**: Canada ## Features - "What If" Scenarios - API - Accounting - Budgeting/Forecasting - Cash Management - Compliance Management - Customisable Reports - Dashboard - Data Import/Export - Data Visualisation - Financial Analysis - Financial Reporting - Fixed Asset Management - General Ledger - Investment Management - Planning Tools - Projections - Real-Time Analytics - Real-Time Data - Real-Time Reporting ## Support Options - Email/Help Desk - Knowledge Base - Phone Support - Chat ## Category - [Strategic Planning Software](https://www.softwareadvice.ie/directory/3854/strategic-planning/software) ## Related Categories - [Strategic Planning Software](https://www.softwareadvice.ie/directory/3854/strategic-planning/software) - [Financial Management Software](https://www.softwareadvice.ie/directory/3401/financial-management-system/software) - [Financial Reporting Tools](https://www.softwareadvice.ie/directory/1904/financial-reporting/software) ## Alternatives 1. 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What really stands out is how easy it is to compare different scenarios side by side, making it simple to find the best options for your clients. > > **Cons**: No complaints so far. One improvement that would be great is a dedicated Trust module or planning pages. I think this would make trust planning much easier to model instead of having to work through a corporation or TFSA. While those work as a workaround, having a proper trust option would simplify things for advisors when presenting, and make it much clearer and easier for clients to understand as well. > > My experience using Snap has been fantastic. It’s the best software our team has implemented. Clients ultimately want to know if their goals can be achieved and what that looks like from a cash flow, net worth, and estate perspective, and Snap makes this clear. It allows you to deliver strong advice around taxes, withdrawal strategies, and more, while giving clients peace of mind. The Snap team is outstanding, knowledgeable, and quick to help when modeling complex situations. Special shoutout to Steve and Leigh. The resources, webinars, and support make this a 10 out of 10 tool for scaling your practice ----- ### "Exceptional Service and Responsiveness to Client Feedback" — 5.0/5 > **Brenda** | *1 November 2024* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: I like the responsiveness of Snap to their clients. They are always asking for feedback and upgrading their software to accommodate. I haven't worked with a software company that is so interested in what their clients have to say. It's very refreshing > > **Cons**: I wish that the non-registered joint investments could be taxed in specific percentages to each person. > > Absolutely great. The entire team is knowledgeable, friendly and helpful. They are always interested in my feedback and let me know when they have made changes to address items I have inquired about. ----- ### "Highly recommend Snap" — 4.0/5 > **Jad** | *21 October 2024* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: I'm one that prefers speaking to a person instead of watching a tutorial They're very professional, helpful and non-condescending when asking repetitive questions. > > **Cons**: There appears to be some clunkiness in tailoring. Workarounds are needed > > Very good. It's one thing to be able to tell a client they'll be fine in retirement. It's another to be able to 'show' it to them to validate what you're telling them ----- ### "Snap Projections review" — 5.0/5 > **Michael** | *11 March 2026* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: I prefer using Snap Projections for financial plans as Snap is easily customizable and simple to use which helps me juggle doing financial plans for many clients. I love the planning pages that helps me see everything quickly and the support level when I have a question is consistent and amazing. The output is also top notch which helps clients understand their situation easier compared to some other software programs > > **Cons**: It would be great if excess funds could be automatically directed to both spouses TFSA's so both TFSA's can be maximized. > > I have used Snap Projections for a while and I prefer it as it makes my life easier and allows me to more easily juggle more plans for more clients. ----- ### "Elevating My Client Engagement" — 5.0/5 > **Chris** | *28 October 2024* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: I have been using SNAP for nearly a year now, and switching from my previous program was one of the best decisions I’ve made. SNAP enables me to create plans quickly and efficiently, allowing me to present them to clients in a clear and accessible way. The visual graphs and numbers make it easy for clients to grasp the impact of their decisions and we can effortlessly explore any “what-if” scenarios they request. I really love the customizable client-facing reports and graphs, which are easy to understand and not overwhelming. The Snapshot report and Scenario Comparison tool have significantly enhanced my planning services without requiring extra time to prepare. > > **Cons**: Not really a con, but I did need to rebuild plans from my previous programs. However, the user-friendly nature of SNAP made this process quite easy. and straightforward. > > While learning a new system can be challenging, I’ve found the customer service to be excellent, with quick responses to all my questions. Overall, I’m extremely satisfied with my experience using SNAP and am excited to see what new features will be added to the system in the future. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/404784/snap-projections?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/404784/snap-projections) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data