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Snap Projections

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About Snap Projections

Snap Projections is a financial projection software from Snap Projections that helps users create and manage financial forecasts. It combines budgeting tools, scenario analysis, and reporting features so users can make informed business decisions. The software facilitates the modeling of various financial scenarios, allowing for better planning and resource allocation. Snap Projections also offers collaboration tools to enable team input and feedback, ensuring that forecasts are comprehensive and accurate. Key capabilities: budgeting tools scenario analysis reporting features collaboration tools financial modeling Best for: finance professionals and business managers that need to create detailed financial projections.

Snap Projections Details

Vendor
Snap Projections
Year Launched
2014
Location
CI Financial Corp. 15 York Street, 2nd floor Toronto ON Canada M5J0A3
Deployment
cloud
Training Options
documentation, videos, live online
Countries Served
Canada
Languages
English, French
Users
Financial advisors, planners, investment managers, wealth managers, insurance advisors.
Industries Served
Served: Financial services (wealth management, advisory firms), insurance advisory, tax planning, business/corporate planning segments.
Tags
Snap Projections, Financial Management, Financial Reporting, Budgeting, Forecasting, Cash Flow Analysis, Investment Planning, Retirement Planning, Tax Planning, Scenario Analysis, Client Management.

Snap Projections's In-App Market Place

Does Snap Projections have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), CAD (C$)

Pros & Cons

  • Tailored for Canadian financial advisors, ensuring compliance with local tax and legal regulations.
  • Reduces time spent on back-office tasks, enabling faster financial plan creation and efficiency.
  • Interactive and visual reporting increases client engagement and understanding.
  • Modular flexibility allows advisors to serve multiple client types, including corporate and insurance-focused clients.
  • Automated recommendations help advisors identify gaps and optimize client financial strategies quickly.
  • Scenario modelling may be overwhelming for new or less tech-savvy clients.
  • Reporting customization may require manual adjustments to meet unique client branding needs.
  • Historical investment return modelling may not account for all market variations or extreme scenarios.

Snap Projections's Support Options

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