Snap Projections 2026: Benefits, Features & Pricing

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

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.

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

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.

I have used Snap for 6 years. I have tried several of the new financial planning softwares and always ended up returning to Snap. For young, less complicated clients, a more visual, simple financial planning software might work fine. My clients have many decisions to make at once and tax-efficient de-cumulation is more important than accumulation at their stage in life. Snap is excellent at this. The stress case add-on is good and easy to use. There is an add-on separate module for Corporations. I don't deal with corporations, so I'm glad it's available separately and I'm not forced to purchase it. French version is available | la version française est disponible. I also do not want a software that requires the client to put in the data. My clients will not do that, or they input things improperly or miss important information because they don't know where to look. They hand us their tax returns, statements, etc. and we take it from there. It is hard enough to gather this paperwork from them, let alone rely in them to do the input also. Besides, I really enjoy using the logical step-by-step input interface in Snap from the paperwork clients provide, because the big picture of the client's life starts to come into view quicker than it would if the client was doing it.

Snap has been a fantastic tool for our business and we look forward to continued improvements and enhancements.

Snap allows me to take my client or prospect information and build a beautiful report to provide. I love that I can give something deep and analytical for those clients who appreciate every number, or I can simplify it into a snapshot for those who prefer the overview. I love the choice of cover pages. I love the flexibility of comparing multiple scenarios, there is so much detail!

Vey Intuitive data entry. Easy to make an initial scenario and create variations thereof. Their FAQ and Help material is friendly and useful.

I have integrated this into the core of how we service and interact with clients. Every client gets a report.

Awesome from subscription day 1.