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Snap Projections

Canadian financial planning software for advisors covering cash-flow, retirement and decumulation planning.

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Overview

Snap Projections is financial planning software built for Canadian financial advisors, planners and wealth managers. It supports cash-flow planning, goals-based planning, retirement, accumulation and decumulation scenarios alongside stress testing and automated recommendations.

The tool is designed to stay interactive and client-friendly so advisors can model scenarios with clients and present clear outcomes during the planning process.

Key Features

+ Cash-flow and retirement planning
+ Goals-based planning
+ Accumulation and decumulation modelling
+ Stress testing of plans
+ Automated planning recommendations
+ Interactive client-friendly projections

Integrations

Open API

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