How to Build Trust, Convert More Prospects & Grow Your Business With Financial Planning
Snap Projections helps Canadian financial advisors, planners, and investment managers to efficiently deliver personalized financial plans that are valued and easily understood by their clients. It offers comprehensive cash-flow, retirement, and decumulation planning capabilities while remaining easy to use, interactive, and client-friendly.
Are you frustrated with your current financial planning process?
- Does data entry take you too long?
- Do your clients not understand or value the reports you prepare for them?
- Does it take you hours to develop financial projections?
- Are you unable to run quick “what-if” scenarios in real time?
Snap allows planners to effortlessly implement both simple and complex financial plans with their clients in real time, either in-person or virtually. This modern, transparent, and customer-centric approach to financial planning, made available by Snap, is disrupting the traditional approach by making it efficient, collaborative, and impactful for both advisor and client.
With Snap, you will:
- Save hours every week when you can quickly and efficiently create optimized financial and retirement projections.
- Increase client engagement with interactive presentations and clear, easy-to-understand reports that educate and engage your clients.
- Grow your business easily through referrals because your satisfied clients will refer you to their friends and family.
“Snap Projections answers all the cash-flow modelling questions we have thrown at it so far. It explains very well the essential cog in the financial planning gearbox that most other financial projections software completely miss – what do I need to do now and in the future to ensure I have the necessary cash flow to keep my household functioning.”
Lenore J. Davis, MA, CFP, RFP, Senior Partner, Dixon, Davis & Company
“Snap allows me to better serve my clients by allowing me to efficiently and cost-effectively deliver retirement income analysis. Thanks to Snap’s streamlined data entry and practical report templates I can easily offer more planning to more clients.”
Michael Berton, CFP, RFP, CLU, CHS, Senior Financial Planner, Assante Financial Management Ltd.
“Snap reduced my planning time and tripled my productivity. It provides exactly what I need for my clients.””
Diane Dekanic, MBA, CFP, RFP, President, Financial Health Management