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Snap Projections

snapprojections.com

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Spec score 7.7 #14 of 31 in Financial Advisor Software

Spec sheet

Purpose
Snap Projections describes itself as financial planning software for Canadian financial advisors and planners.Read 5 Oct 2026 · snapprojections.com
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.Read 5 Oct 2026 · snapprojections.com
Integrations
The support article says integrations can import or export client information and identifies OneBoss as a specific integration.Read 5 Oct 2026 · help.snapprojections.com
Security
The terms state that data is encrypted at rest and in transit and that Snap aligns with SOC 2 requirements, controls, and practices.Read 5 Oct 2026 · snapprojections.com
Support
The pricing page lists scheduled Zoom or Teams sessions, phone and email support, CE-accredited webinars, and an online searchable knowledge base.Read 5 Oct 2026 · snapprojections.com
Headquarters
Toronto, Ontario, CanadaRead 28 Sep 2026 · snapprojections.com
Founded
2014Read 28 Sep 2026 · snapprojections.com
Maker
The terms identify Snap Projections Inc. and state that the services are operated from its offices in Toronto, Ontario.Read 5 Oct 2026 · snapprojections.com
AI import
The AI Import Assistant can use uploaded client documents or plans from other software to create a first draft.Read 5 Oct 2026 · snapprojections.com
Data location
The pricing page says customer data stored on Snap's servers resides physically in Canada.Read 5 Oct 2026 · snapprojections.com
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.Read 5 Oct 2026 · snapprojections.com
Integration access
An activated integration receives limited access to the connected application account and can be deactivated.Read 5 Oct 2026 · help.snapprojections.com
Planning features
It supports retirement and tax planning, insurance modelling, corporate planning, and education planning (RESP).Read 5 Oct 2026 · snapprojections.com
Reports
Users can create a one- or two-page SnapShot summary or a comprehensive client-friendly financial plan report.Read 5 Oct 2026 · snapprojections.com
Scenario comparisons
The software can compare up to five scenarios using customizable tables and charts.Read 5 Oct 2026 · snapprojections.com
Web-based
The pricing page describes Snap as a web-based platform requiring no downloads and accessible online from any location.Read 5 Oct 2026 · snapprojections.com

Plans and prices

Stress Testing add-on $15 a month $15/mo ($12.50/mo if billed annually); only billed for days active Monte Carlo · Randomized and Historical Scenarios Read 5 Oct 2026 · snapprojections.com
Advisor Professional $69 a month $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 Read 5 Oct 2026 · snapprojections.com
Advisor Business $99 a month $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 Read 5 Oct 2026 · snapprojections.com
Advisor Enterprise Priced on request Custom Pricing/Tailored group deployment rates w/ annual billing Unlimited Clients / Scenarios · Education Planning (RESP) · Data Sharing & Compliance Auditing · Customized Reporting & Billing · API Read 5 Oct 2026 · snapprojections.com

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