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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 modeling
- + Stress testing of plans
- + Automated planning recommendations
- + Interactive client-friendly projections
Integrations
Open API
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