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Snap Projections Reviews & Product Details

Snap Projections Overview

What is Snap Projections?

Snap Projections provides transparent, easy-to-use, and highly flexible financial planning software. Canadian Financial Advisors, Planners, and Investment Managers that use Snap's financial planning software receive more Referrals and easily grow their practices. Advisors can start a 14-day Free Trial of Snap Projections from the website. Snap regularly hosts CE-accredited financial planning webinars and provides industry-leading customer support.

Snap Projections Details
Languages Supported
English
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Product Description

Easy to use yet comprehensive financial planning software for Canadian financial advisors.


Seller Details
Year Founded
2014
HQ Location
Mississauga, Ontario, Canada
LinkedIn® Page
www.linkedin.com

Alex M.
AM
Overview Provided by:

Recent Snap Projections Reviews

Matt P.
MP
Matt P.Small-Business (50 or fewer emp.)
5.0 out of 5
"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...
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Snap Projections Media

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1 Snap Projections Reviews

5.0 out of 5
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1 Snap Projections Reviews
5.0 out of 5
1 Snap Projections Reviews
5.0 out of 5
G2 reviews are authentic and verified.
Matt P.
MP
Financial Teacher
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Snap Projections?

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. Review collected by and hosted on G2.com.

What do you dislike about Snap Projections?

I have yet to find a significant weakness with Snap. One suggestion I have made is the ability to organize clients into groups rather than have them on one big list. The staff have responded saying that this feature is coming in the near future. Review collected by and hosted on G2.com.

What problems is Snap Projections solving and how is that benefiting you?

I am a flat-fee financial planner and investment mentor for DIY investors. What most DIY investors lack is access to powerful financial planning software. Snap allows me to build out a complete financial plan with my clients and to see how various financial decisions might play out over time - enormously valuable. Review collected by and hosted on G2.com.

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