Snap Projections
Snap Projections is web-based financial planning software for Canadian financial advisors and planners.
What Snap Projections is
Snap Projections is web-based financial planning software for Canadian financial advisors and planners. It supports 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 produce a one- or two-page SnapShot summary or a comprehensive client-friendly report. An AI Import Assistant uses uploaded client documents or plans from other software to create a first draft. Integrations can import or export client information, including through OneBoss, and activated connections have limited account access that can be deactivated. Snap says data is encrypted in transit and at rest, stored physically in Canada, and hosted on Amazon Web Services. Plans include Advisor Professional at $69 a month and Advisor Business at $99 a month, both with annual payment upfront. Enterprise pricing is custom, and a 14-day trial is listed.
Good
- Compares up to five planning scenarios
- Covers retirement, tax, insurance, corporate, and RESP planning
- AI assistant drafts plans from uploaded documents
- Web access requires no downloads
- Canadian data storage is stated
Watch out
- No consumer personal-use focus
- Stress testing costs extra
- Enterprise pricing is custom
Who it suits
It is intended for licensed financial and insurance advisors, portfolio managers, planners, and accountants. It is not intended for consumer personal use.
Verdict
Snap Projections brings scenario modelling, reporting, imports, and advisor-focused planning into a web platform. Its professional audience and add-on structure should guide subscription decisions.
Plans and prices
From Snap Projections's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Stress Testing add-on | $15 a month | Monte Carlo · Randomized and Historical Scenarios · $15/mo ($12.50/mo if billed annually); only billed for days active |
| Advisor Professional | $69 a month | Unlimited Clients / Scenarios · Education Planning (RESP) · Team set-up options with data sharing · Monte Carlo stress testing is an add-on · $69/user/month; $828 annually paid upfront |
| Advisor Business | $99 a month | Unlimited Clients / Scenarios · Education Planning (RESP) · Team set-up options with data sharing · Monte Carlo stress testing is an add-on · $99/user/month; $1,188 annually paid upfront |
| Advisor Enterprise | Priced on request | Unlimited Clients / Scenarios · Education Planning (RESP) · Data Sharing & Compliance Auditing · Customized Reporting & Billing · API · Custom Pricing/Tailored group deployment rates w/ annual billing |
The facts
Each one read from Snap Projections's own pages, with the date it was checked.
What it does
- AI import
- The AI Import Assistant can use uploaded client documents or plans from other software to create a first draft.checked 5 Oct 2026
- Data location
- The pricing page says customer data stored on Snap's servers resides physically in Canada.checked 5 Oct 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.checked 5 Oct 2026
- Integration access
- An activated integration receives limited access to the connected application account and can be deactivated.checked 5 Oct 2026
- Integrations
- The support article says integrations can import or export client information and identifies OneBoss as a specific integration.checked 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.checked 5 Oct 2026
- Purpose
- Snap Projections describes itself as financial planning software for Canadian financial advisors and planners.checked 5 Oct 2026
- Reports
- Users can create a one- or two-page SnapShot summary or a comprehensive client-friendly financial plan report.checked 5 Oct 2026
- Scenario comparisons
- The software can compare up to five scenarios using customizable tables and charts.checked 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.checked 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.checked 5 Oct 2026
- Web-based
- The pricing page describes Snap as a web-based platform requiring no downloads and accessible online from any location.checked 5 Oct 2026
The company
- Founded
- 2014checked 28 Sep 2026
- Headquarters
- Toronto, Ontario, Canadachecked 28 Sep 2026
- Maker
- The terms identify Snap Projections Inc. and state that the services are operated from its offices in Toronto, Ontario.checked 5 Oct 2026
Money
- Planning features
- It supports retirement and tax planning, insurance modelling, corporate planning, and education planning (RESP).checked 5 Oct 2026
Alternatives to Snap Projections
- 1
MoneyGuide
iOSWebAPImacOS7.7 - 2
Redtail CRM
AndroidiOSWebAPI7.7 - 3
Wealthbox
AndroidiOSWebAPI7.7From $59 a month - 4
AdvisorEngine CRM
AndroidiOSWebAPI7.3From $69 a month - 5
Dynamic Planner
AndroidiOSWebAPI7.3From £8 a year - 6
RightCapital
AndroidiOSWeb7.0