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Snap Projections

Overview

Snap Projections 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • User Reviews

Overview

Snap Projections
Snap Projections
4.9
(24)

Pricing

Starting at CA$69.00 per month

About Snap Projections

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 ove...

r 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.

Snap Projections Screenshots

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Snap Projections Pricing and Plans

Starting price: CA$69.00 per month
Free Trial
Free Version

Basic

CA$69.00

flat rate, per month

No plan information available

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    Snap Projections Features

    • Popular features found in Financial Management
      Budgeting/Forecasting
      Cash Management
      Multi-Currency
      Project Management
      Revenue Recognition
      Tax Management
    • More features of Snap Projections
      Accounting
      API
      Compliance Management
      Customizable Reports
      Dashboard
      Data Import/Export
      Data Visualization
      Financial Analysis
      Financial Reporting
      Fixed Asset Management
      General Ledger
      Investment Management
      Planning Tools
      Projections
      Real-Time Analytics
      Real-Time Data
      Real-Time Reporting
      Self-Service Reporting
      Strategic Planning
      Visual Analytics
      "What If" Scenarios

    Snap Projections User Reviews

    Overall Rating

    4.9

    Ratings Breakdown

    5

    92%

    4

    8%

    3

    0%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    4.8

    Value for money

    4.9

    Customer support

    5.0

    Functionality

    4.6

    Have you used Snap Projections and would like to share your experience with others?

    CL

    Cory L.

    Verified reviewer

    Financial Services

    2-10 employees

    Used monthly for more than 2 years

    Review source

    Reviewed December 2025

    SNAP rules

    5

    Awesome from subscription day 1.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Simplicity of the plan and the stellar support both in help pages or live person.
    Cons:
    ?? Not a thing.

    Vendor Response

    Hi Cory, thanks so much for taking the time to leave us a review. We appreciate you, thank you so much for being part of the Snap community!

    Replied January 2026

    Read More

    BH

    Brenda H.

    Verified reviewer

    Financial Services

    11-50 employees

    Used daily for more than 2 years

    Reviewed November 2024

    Exceptional Service and Responsiveness to Client Feedback

    5

    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.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Reasons for switching to Snap Projections

    I used FP solutions and I don't see it on this list. It was not being upgraded and became very onerous to use

    Vendor Response

    Brenda, thank you so much for making time to leave this review. We appreciate you! 🫶

    Replied November 2024

    Read More

    JM

    Jad M.

    Verified reviewer

    Financial Services

    2-10 employees

    Used monthly for more than 2 years

    Reviewed October 2024

    Highly recommend Snap

    4

    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

    Ratings Breakdown

    3
    Ease of use
    4
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    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

    Vendor Response

    Jad, thank you so much for making time in your busy schedule to leave us a review. I will share your feedback with the product team!

    Replied November 2024

    Read More

    CS

    Chris S.

    Verified reviewer

    Financial Services

    Self-Employed

    Used weekly for less than 12 months

    Reviewed October 2024

    Elevating My Client Engagement

    5

    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.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Reasons for switching to Snap Projections

    Was looking for a program that was more streamlined, could make changes quickly (without being cumbersome) and better client facing.

    Vendor Response

    Chris, thank you so much for making the time to leave us such a glowing review. Truly appreciate your support and your business!

    Replied November 2024

    Read More

    GG

    Glory G.

    Verified reviewer

    Financial Services

    Self-Employed

    Used weekly for more than 2 years

    Review source

    Reviewed March 2025

    The best for retirement income planning

    5

    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.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Complete transparency of where the numbers are coming from. Since I'm dealing with many different variables in client's lives, I need to understand how changing one variable will affect other variables. Great tutorials and ongoing training. Always improving. The same employees have been around for many years, which tells me they're happy and being treated well. Those same people answer their emails personally. You never feel like a number at Snap. It's easy and fast to input one-off events for a given year like travel during the early years of retirement or renovations or reverse mortgage withdrawals. You can adjust the expected rate of return of the portfolio year by year if desired, or set an average for a lifetime.
    Cons:
    Most of my clients are pre-retirees with up to 8-12 scenarios needed to cover all variables of decision making, such as retiring in five years vs. now, taking CPP at 60 vs. 65 for each spouse, etc. The easiest way to help clients make decisions is still running the different scenarios in Snap, then creating a simple excel table comparing the results of each scenario, marking 'yes' or 'no' next to whether a variable appears in a scenario. I wish I didn't still have to do that extra step. However, there is a new comparison tool in Snap that is almost there in terms of skipping that step. The new tool at least puts all the scenario estate results and a few other analytics in one place.

    Vendor Response

    Glory, thank you so much for this review. We really appreciate you making the time to share this information. I will certainly pass this back to the team! Thanks again.

    Replied March 2025

    Read More

    SH

    Shari H.

    Verified reviewer

    Financial Services

    2-10 employees

    Used monthly for more than 2 years

    Reviewed January 2025

    It's the personal touch!

    5

    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!

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    If I had to pick one thing I like most about Snap Projections I would pick their helpline. Learning a new software can be a bit tedious, but I love that they have a very logical data entry flow that then calculates and produces this massive planning page filled with numbers. That, at first glance, will knock you out of your chair, but once you get the swing of it, it becomes so helpful! While you're learning the ropes, they have an amazing team of support who will walk you through whatever you are looking to do. They are my favourite!
    Cons:
    Gosh, that's hard. I know there are times that I'm working through and I say, "Argh, I wish I could do this, or that"... but usually if I call in to Snap asking about it, they have a solution that I wouldn't have thought of... I used to wish for more flexibility with the report, but they captured that in a recent update... same with the Snapshot Report.

    Vendor Response

    Shari, thank so much for making the time to leave us this review. I will be sure to pass this feedback on to the support team. Take care!

    Replied March 2025

    Read More

    EH

    Elyse H.

    Verified reviewer

    Investment Management

    2-10 employees

    Used daily for less than 2 years

    Review source

    Reviewed April 2025

    Excellent Financial Planning Software with Exceptional Customer Support

    5

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

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    The customer support team is exceptional-always responsive and helpful when needing assistance illustrating scenarios for clients. The scenario comparison and Insurance Needs Analysis have been great tools to use to educate our clients on their situations.
    Cons:
    One feature we would love to see added is an option in the recommendations that accounts for the clients expenses and works backward to determine the "retirement capital needs" required to sustain spending for the life of the plan.

    Vendor Response

    Elyse, thank you so much for making the time to leave this review. We really appreciate it!!

    Replied April 2025

    Read More

    WL

    Warren L.

    Verified reviewer

    Financial Services

    2-10 employees

    Used monthly for more than 2 years

    Review source

    Reviewed July 2025

    Technical Support second to None

    5

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

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Their Customer Support is truly second to none. You can always count on a very quick turnaround when you have questions or run into situations where you are unsure how to model any given aspect. The experienced staff understands our business and needs.
    Cons:
    Not sure if they could make Scenario Optimization easier. Perhaps add a dynamic Goal Attainment percentage meter ?

    Vendor Response

    Hi Warren, thank you so much for making the time to leave us a review! We truly value your support. Thanks so much.

    Replied July 2025

    Read More

    BM

    Brad M.

    Verified reviewer

    Financial Services

    2-10 employees

    Used daily for more than 2 years

    Review source

    Reviewed March 2025

    SNAP Projections Changed How I Do Business

    5

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

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Ease of use and alignment of features with need. They are always improving the product to add what we need.
    Cons:
    I have never been disappointed with SNAP

    Vendor Response

    Brad, thank you so much for making time to leave this review. We truly appreciate your business and support!

    Replied March 2025

    Read More

    GK

    Glen K.

    Verified reviewer

    Financial Services

    2-10 employees

    Used monthly for less than 2 years

    Review source

    Reviewed April 2025

    Pleased with snap

    5

    All customer service people are excellent

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    It is very easy to use and indepth with very knowledgeable customer service
    Cons:
    I don't have anything negative to say about this program.

    Vendor Response

    Glen, thank you so much for making the time to leave us a review. We truly appreciate your support!

    Replied April 2025

    Read More

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