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Snap Projections pricing

4 plans read from snapprojections.com

Stress Testing add-on$15 a month $15/mo ($12.50/mo if billed annually); only billed for days activeMonte Carlo · Randomized and Historical Scenarios Read 5 Oct 2026 · snapprojections.com
Advisor Professional$69 a month $69/user/month; $828 annually paid upfrontUnlimited 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 upfrontUnlimited 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 EnterprisePriced on request Custom Pricing/Tailored group deployment rates w/ annual billingUnlimited Clients / Scenarios · Education Planning (RESP) · Data Sharing & Compliance Auditing · Customized Reporting & Billing · API Read 5 Oct 2026 · snapprojections.com

In short

  • Snap Projections has a free plan (Advisor Enterprise).
  • A free trial is offered.
  • Paid plans published: 3, from $15 a month.
  • 1 plan is priced on request (Advisor Enterprise).

What the alternatives costAll alternatives →

ToolFromFree planFree trial
AdvisorEngine CRM$5.75/moNoNo
MoneyGuide$10.42/moNoYes
Conquest—YesYes
Dynamic Planner£0.67/moNoNo
Redtail CRM$3.25/moNoYes
Wealthbox$59/moNoYes
Advisor360° CRM—NoNo
eMoney Advisor—NoYes