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Snap Projections

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1 review
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Average star rating
5.0
Serving customers since
2014
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Snap Projections Reviews

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Matt P.
MP
Matt P.
Financial Mentor for DIY Investors
05/01/2023
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Review source: Organic

Intuitive to learn and a powerful tool to share with clients

Snap is so well designed and easy to learn that I share my screen and build multiple plans with my clients. This sets me apart from other planners and my clients actually stick to the plan because they thoroughly understand it. Being a new financial planner, I have had a few questions along the way. The staff at Snap routinely respond with a clear solution to my problem within hours. Exceptional customer service.

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HQ Location:
Mississauga, CA

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What is Snap Projections?

Snap Projections is a comprehensive financial planning software designed for Canadian financial advisors. It provides tools to create detailed financial projections, allowing advisors to develop personalized retirement plans, tax strategies, and estate plans for their clients. The platform is user-friendly, enabling quick scenario analysis and what-if comparisons to help clients understand the potential outcomes of different financial decisions. It also offers features for accurate reporting and compliance, ensuring that advisors can rely on precise data to guide their clients' financial futures.

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Year Founded
2014