Since using Snap Projections, I have been able to significantly lower the amount of time needed to build a reliable financial plan or projection. After using multiple other industry leading programs, I have found clients understand Snap Projection plans better than any other program we have used. The concise way Snap Projections puts a families financial lifetime right in front of them is unique and a powerful tool to impower clients to understand their financial future.

I wish there was better cashflow management option available. Such as a simple budgeting report with percentage allocations for clients who need cashflow help. One other area that other programs were better was in providing a selection of simple financial calculators for clients who were in need of quick projections instead of a whole plan. One more area that would be a great addition would be debt payoff. It would be great to show a client on a chart as a part of their plan, the impact of paying the mortgage off quicker compared to regular payments.

Snap Projections have been an excellent addition to my business.

Ease of input, the flow is very intuitive. You can build plans very quickly. The output is excellent. Clients find it useful when it comes to understanding actionable outcomes. You can quickly process different scenarios to answer concerns/questions.

Almost all my client want a plan now! Good problem to have.

Easy to use, data input, spreadsheet in the background

Sometimes tricky to get things to work the way you like, output should have more options (ie: upload your own cover photo).

I use this regularly with my clients. I have received great feedback from my clients. And most of all is very easy to use to other products that I have used in the past.

Very easy to input data. Very easy use in front of the client and run multiple scenarios. Clients leave with a solid understanding of their plan and alterative options. Scenarios Can easily be stress tested! Graphs are really nice an can be used interactively with client. Reports are easily customized

The is nothing not to like. It is so easy to use!

Loved it from the start. An immediate familiarity.

Ease of use from the beginning and an approach I would take if I tried to build it.

Some limitations but more features are added continuously

Great experience with functionality, support & training!!

Easy to use and great support. Training is very good and its easy to access support through videos Report are easy for clients to understand

Would like some simple quick calculators - mortgage calculator, RRIF/LIF depletion Calculator

- I've enjoyed learning the Snap Projections software with a fantastic customer support team behind it!

- Snap Projections customer support team have gone over and beyond to assist with my question big or small. Their willingness to book a one on one session for Q&As is much appreciated. If advisors prefer to turn to electronic sources for help then Snap Projections Help Centre has all the answers. - I'm really impressed with Snap Projections software capabilities. It has really helped to gain my client's trust in the planning process. I can now provide more value to my clients while providing the peace of mind they deserve.

I don't see any disadvantages to using Snap Projections.

Amazing! We use it daily and get great value from it

The customer service is amazing and being Canadian and not some big company you can actually see your recommendations come into the software

I'd like living benefits added and I think they are working on it. There's nothing bad to say about the software

ease of most data entry and easy to follow reporting for a client to easily follow

still not able to link in with an API interface for a dealer's back office yet

Fabulous ~ I use Snap so I am confident our clients know they can retire

I love the sustainable scenario option I also love the service we receive from the wonderful Staff at Snap

I would like to see more options to create specific withdraw strategies