No. 21 of 31 ·Financial Advisor Software

Snap Projections

Name: Snap Projections
Price: 15 USD

Web · API · paid plans from $15/mo

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Freedom report

One barScore 5.0

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

Snap Projections is ranked #21 of 31 in financial advisor software on Freedom251. It runs on API, Web. There is no free plan. A free trial is offered. Paid plans start at $15/mo.

Snap Projections plans and pricing

All plans

Stress Testing add-on $15/mo $15/mo ($12.50/mo if billed annually); only billed for days active Monte Carlo · Randomized and Historical Scenarios snapprojections.com · 5 Oct 2026

Advisor Professional $69/mo $69/user/month; $828 annually paid upfront Unlimited Clients / Scenarios · Education Planning (RESP) · Team set-up options with data sharing · Monte Carlo stress testing is an add-on snapprojections.com · 5 Oct 2026

Advisor Business $99/mo $99/user/month; $1,188 annually paid upfront Unlimited Clients / Scenarios · Education Planning (RESP) · Team set-up options with data sharing · Monte Carlo stress testing is an add-on snapprojections.com · 5 Oct 2026

Advisor Enterprise Not published Custom Pricing/Tailored group deployment rates w/ annual billing Unlimited Clients / Scenarios · Education Planning (RESP) · Data Sharing & Compliance Auditing · Customized Reporting & Billing · API snapprojections.com · 5 Oct 2026

Compared on financial advisor software

Free plan: No
Client portal: No
Financial planning: Yes
Compliance workflows: Yes
Billing and invoicing: Yes

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The record

Purpose: Snap Projections describes itself as financial planning software for Canadian financial advisors and planners.
Scenario comparisons: The software can compare up to five scenarios using customizable tables and charts.
Planning features: It supports retirement and tax planning, insurance modelling, corporate planning, and education planning (RESP).
AI import: The AI Import Assistant can use uploaded client documents or plans from other software to create a first draft.
Reports: Users can create a one- or two-page SnapShot summary or a comprehensive client-friendly financial plan report.
Integrations: The support article says integrations can import or export client information and identifies OneBoss as a specific integration.
Integration access: An activated integration receives limited access to the connected application account and can be deactivated.
Security: The terms state that data is encrypted at rest and in transit and that Snap aligns with SOC 2 requirements, controls, and practices.
Hosting: The terms state that the application is hosted on Amazon Web Services and that the company uses AWS security products including KMS, GuardDuty, and Inspector.
Data location: The pricing page says customer data stored on Snap's servers resides physically in Canada.
Support: The pricing page lists scheduled Zoom or Teams sessions, phone and email support, CE-accredited webinars, and an online searchable knowledge base.
Web-based: The pricing page describes Snap as a web-based platform requiring no downloads and accessible online from any location.
Intended users: The terms say the services are for licensed financial advisors, insurance advisors, portfolio managers, financial planners, and/or accountants, and are not intended for consumer personal use.
Maker: The terms identify Snap Projections Inc. and state that the services are operated from its offices in Toronto, Ontario.
Price from: $15/mo

Where it ranks on Freedom251

Best Financial Advisor Software in 2026#21 of 31

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Sources

snapprojections.com· checked 5 Oct 2026
snapprojections.com/pricing/· checked 5 Oct 2026
help.snapprojections.com/article/199-integrations-with-other-app· checked 5 Oct 2026
snapprojections.com/terms-of-service/· checked 5 Oct 2026