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Snap Projections description
Snap Projections is financial planning software designed for Canadian financial advisors. It helps advisors create easy-to-understand financial plans, quickly compare different scenarios, and generate reports. The software aims to save advisors time, improve client engagement, and ultimately grow their business through referrals.
Who is Snap Projections best for
Snap Projections helps Canadian financial advisors create clear financial plans, compare scenarios, and generate reports. It's designed for small firms seeking software to streamline their planning, enhance client engagement, and drive business growth. The software offers risk analysis, scenario modeling, and a one-time add-on for stress testing.
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Best for small financial advisory firms (1-50 employees) in Canada.
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Ideal for financial advisors and planners in Canada.
Snap Projections features
| Supported Compare up to 5 scenarios. |
| Supported Personalized one-page SnapShot summaries available. |
| Supported Interactive charts and presentations for expense visualization. |
| Supported Provides recommendations based on retirement goal funding. |
| Supported All client information accessible on one page for efficient updates. |
| Supported Apply historical or custom rates for inflation and investment returns. |
| Supported Illustrates cash-flow, tax efficiency, estate taxes, insurance policies, and retirement withdrawals. |
Snap Projections pricing
The commentary is based on 1 reviews from Snap Projections Capterra reviews.
While specific pricing details are not available in the reviews, users consistently highlight the "great value" obtained from Snap Projections. This suggests a positive return on investment, making it a worthwhile financial consideration for businesses seeking robust projection software.
See the Snap Projections pricing page.
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Snap Projections has a free trial.
Advisor Professional
Includes core features like comparing scenarios, generating reports, providing recommendations, retirement planning, and tax planning tools. Supports English and French.
Advisor Business
Includes all features from Advisor Professional. Best suited for businesses looking to scale their financial planning services.
Advisor Enterprise
Includes all features from Advisor Business, plus enhanced compliance features like single sign-on, custom data retention, and advanced security controls.
Snap Projections alternatives
AumniBetter fit for venture capital and private equity firms. Geared towards portfolio management, due diligence, and investor reporting. Aumni is growing faster and has more momentum than Snap Projections. Some users mention limited exit management and occasional downtime.Read more
RightCapitalBetter for broader financial planning needs beyond basic projections. Has significantly more momentum. Offers client portals and workflow management.Read more
Orion PlanningBetter for firms needing digital applications and data organization. Has more momentum. Integrates with Redtail CRM and Morningstar. Serves a broader audience beyond Canada.Read more
S&P Capital IQ ProBetter fit for investment research professionals seeking market data. Focuses on public companies and offers in-depth financial analysis tools. More established with broader usage.Read more
QuickBooks Desktop ProBetter for small to mid-sized businesses in the USA needing local installation. A QuickBooks Desktop Pro alternative, Snap Projections, offers cloud-based financial planning tailored for Canadian financial advisors.Read more
Snap Projections FAQ
What is Snap Projections and what does Snap Projections do?
Snap Projections is financial planning software for Canadian financial advisors. It simplifies creating financial plans, comparing scenarios, and generating reports. This helps advisors save time, improve client engagement, and grow their business through referrals.
How does Snap Projections integrate with other tools?
There is no information available regarding specific integrations for Snap Projections. However, it's designed for Canadian financial advisors, suggesting potential compatibility with other tools commonly used by this target audience.
What the main competitors of Snap Projections?
Alternatives to Snap Projections for Canadian financial advisors include RightCapital and Orion Planning. RightCapital offers interactive financial plans and visual tools. Orion Planning connects financial goals with investment strategies and integrates with other financial software.
Is Snap Projections legit?
Snap Projections appears legitimate, boasting a 4.91/5 rating on Capterra from 11 reviews and a 5/5 rating on G2. It's designed for Canadian financial advisors seeking efficient planning and reporting tools. However, limited information is available regarding user experiences and company growth.
How much does Snap Projections cost?
Snap Projections offers Advisor Professional for $828/user/year and Advisor Business for $1188/user/year. Advisor Enterprise pricing is custom. Contact Snap Projections for enterprise pricing or information on stress testing add-on costs. A free trial is available.
Is Snap Projections customer service good?
Snap Projections' customer service is consistently praised in reviews. Users highlight the helpfulness of the support team, their willingness to schedule one-on-one sessions, and the quick response times. The comprehensive Help Centre is also a valuable resource for users.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.