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Snap Projections
What Snap Projections is
Snap Projections is web-based financial planning software for Canadian financial advisors and planners. Its tools cover retirement and tax planning, insurance modelling, corporate planning, and education planning through RESP. Advisors can compare up to five scenarios with customizable tables and charts, then prepare either a one- or two-page SnapShot summary or a comprehensive client-friendly financial plan report. An AI Import Assistant can use uploaded client documents or plans from other software to make a first draft. Integrations can import or export client information; OneBoss is specifically identified, and activated integrations receive limited access that can be deactivated. Snap says customer data on its servers resides physically in Canada, is encrypted at rest and in transit, and aligns with SOC 2 requirements, controls, and practices. The terms describe AWS hosting. The service is intended for licensed financial advisors, insurance advisors, portfolio managers, financial planners, and/or accountants, not consumer personal use. Advisor Professional costs $69 a month, billed $69/user/month, with $828 annually paid upfront. Advisor Business costs $99 a month, billed $99/user/month, with $1,188 annually paid upfront. The software offers a 14-day trial.
Who it suits
Snap Projections is intended for licensed financial and insurance advisors, portfolio managers, financial planners, and/or accountants. Its planning and reporting features are aimed at professionals preparing financial plans for clients, not consumers seeking personal-use software.
What it does well
- Compare up to five planning scenarios.
- Includes retirement, tax, insurance, and corporate planning.
- AI assistant drafts plans from uploaded documents.
- Customer data stored on its servers resides in Canada.
- Web-based access requires no downloads.
What to know first
- Not intended for consumer personal use.
- No free plan is available.
- Monte Carlo stress testing is an add-on on Professional and Business.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Stress Testing add-on | $15/mo ($12.50/mo if billed annually); only billed for days active · Monte Carlo · Randomized and Historical Scenarios | $15 a month |
| Advisor Professional | $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 | $69 a month |
| Advisor Business | $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 | $99 a month |
| Advisor Enterprise | Custom Pricing/Tailored group deployment rates w/ annual billing · Unlimited Clients / Scenarios · Education Planning (RESP) · Data Sharing & Compliance Auditing · Customized Reporting & Billing · API | On request |
As snapprojections.com lists them, read 5 Oct 2026. The maker's own page has the final word.
Verdict
Snap Projections offers advisors scenario comparisons, planning tools, and client-ready reports in a web-based service. Check the per-user plan pricing and the separate charge for Monte Carlo stress testing when considering it.
Facts from Snap Projections's own pages
- AI import
- The AI Import Assistant can use uploaded client documents or plans from other software to create a first draft. · snapprojections.com, 5 Oct 2026
- Data location
- The pricing page says customer data stored on Snap's servers resides physically in Canada. · snapprojections.com, 5 Oct 2026
- Founded
- 2014 · snapprojections.com, 28 Sept 2026
- Headquarters
- Toronto, Ontario, Canada · snapprojections.com, 28 Sept 2026
- 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. · snapprojections.com, 5 Oct 2026
- Integration access
- An activated integration receives limited access to the connected application account and can be deactivated. · help.snapprojections.com, 5 Oct 2026
- Integrations
- The support article says integrations can import or export client information and identifies OneBoss as a specific integration. · help.snapprojections.com, 5 Oct 2026
- 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. · snapprojections.com, 5 Oct 2026
- Maker
- The terms identify Snap Projections Inc. and state that the services are operated from its offices in Toronto, Ontario. · snapprojections.com, 5 Oct 2026
- Planning features
- It supports retirement and tax planning, insurance modelling, corporate planning, and education planning (RESP). · snapprojections.com, 5 Oct 2026
- Purpose
- Snap Projections describes itself as financial planning software for Canadian financial advisors and planners. · snapprojections.com, 5 Oct 2026
- Reports
- Users can create a one- or two-page SnapShot summary or a comprehensive client-friendly financial plan report. · snapprojections.com, 5 Oct 2026
- Scenario comparisons
- The software can compare up to five scenarios using customizable tables and charts. · snapprojections.com, 5 Oct 2026
- Security
- The terms state that data is encrypted at rest and in transit and that Snap aligns with SOC 2 requirements, controls, and practices. · snapprojections.com, 5 Oct 2026
- Support
- The pricing page lists scheduled Zoom or Teams sessions, phone and email support, CE-accredited webinars, and an online searchable knowledge base. · snapprojections.com, 5 Oct 2026
- Web-based
- The pricing page describes Snap as a web-based platform requiring no downloads and accessible online from any location. · snapprojections.com, 5 Oct 2026
Where Snap Projections stands on Freedom251
- Financial Advisor Software#21 of 31