# Snap Projections Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Snap Projections Software - reviews, pricing plans, popular comparisons to other Financial Management products and more.

Source: https://www.capterra.com/p/10007127/Snap-Projections

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# 

 Snap Projections Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Snap Projections

## What is Snap Projections?

Snap Projections is a financial planning software platform for Canadian Advisors. We help great Financial Advisors, Planners, & Investment Managers grow their assets under management & receive more referrals through effective financial planning. Snap is transparent, easy to use, easy to learn, and highly flexible. With Snap, you will simplify your planning process, easily illustrate your value to clients & grow your practice. We provide industry-leading customer service and support. Canadian Financial Advisors, Planners, and Investment Managers are eligible to start a 14-day Free Trial.

## What is Snap Projections used for?

[Financial Management](https://www.capterra.com/financial-management-software/)[Strategic Planning](https://www.capterra.com/strategic-planning-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/)

Top alternative

Featured

Overall rating

Based on 26 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Starting price

CA$69

Flat Rate, Per Month

Free trial  
available

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Do you work for Snap Projections?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://snapprojections.com&name=Snap Projections)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Snap Projections

4.9 (26)

VS.

[4.5 (13,544)](https://www.capterra.com/p/184581/Asana-PM/reviews/)

Starting Price

CA$69

Flat Rate, Per Month

Starting Price

$10.99

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (26)

Ease Of Use

4.4 (2,702)

Value For Money

4.9 (25)

Value For Money

4.4 (1,938)

Customer Service

5.0 (26)

Customer Service

4.3 (1,565)

## Snap Projections alternatives

[4.4 (2,883)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[4.5 (38)](https://www.capterra.com/p/165603/Limelight/reviews/)

Starting price

$999.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

Highest Rated

[Notion](https://www.capterra.com/p/186596/Notion/)

[4.7 (2,702)](https://www.capterra.com/p/186596/Notion/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/186596/Notion/)

[Teamwork.com](https://www.capterra.com/p/120390/Teamwork-Projects/)

[4.5 (932)](https://www.capterra.com/p/120390/Teamwork-Projects/reviews/)

Starting price

$9.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/120390/Teamwork-Projects/)

[View all alternatives](https://www.capterra.com/p/10007127/Snap-Projections/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Financial Analysis

4.9 (13)

69.23% of 13 reviewers that rated this feature as important or highly important

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Budgeting/Forecasting

4.6 (11)

90.91% of 11 reviewers that rated this feature as important or highly important

Create budgets based on historical data and future projections

Cash Management

4.5 (11)

81.82% of 11 reviewers that rated this feature as important or highly important

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Data Import/Export

4.5 (11)

72.73% of 11 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Real-Time Data

5.0 (8)

75.00% of 8 reviewers that rated this feature as important or highly important

Receive data and information in real time

Data Visualization

4.7 (7)

71.43% of 7 reviewers that rated this feature as important or highly important

Graphical representation of data

Snap Projections 23 features

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Application programming interface that allows for integration with other systems/databases

Create budgets based on historical data and future projections

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Track and manage adherence to policies for any service, product, process, or supplier

Alter the layout and content of reports

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Import and export data to and from software applications

Graphical representation of data

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Generate reports to assess the financial performance of an organization

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Centralized accounting record which tracks all financial transactions

Manage and handle financial assets as well as other investments.

Estimate or forecast of a future scenario based on the study of present trends

Analyze and gain insights into data in real-time

Receive data and information in real time

Active reporting of data and metrics

Allow users to create their own reports and financial statements

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Interact with data visualization elements, such as charts and graphs, to drill down into data

Get Advice

We can help you find the software with the features you need.

Features

4.6 (26)

4.6

Based on 26 reviews

## Pricing

Value for money

4.9 (25)

Free Trial

Basic

CA$69.00

Flat Rate,Per Month

Value for money

4.9 (25)

4.9

Based on 25 reviews

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

5.0 (26)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (26)

5.0

Based on 26 reviews

## User reviews

Overall rating

4.9

Based on 26 reviews

Filter by rating

5(24)

4(2)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

MB

Michael B.

Financial Planner

Financial Services

### "Snap Projections review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 11, 2026

I have used Snap Projections for a while and I prefer it as it makes my life easier and allows me to more easily juggle more plans for more clients.

Pros

I prefer using Snap Projections for financial plans as Snap is easily customizable and simple to use which helps me juggle doing financial plans for many clients. I love the planning pages that helps me see everything quickly and the support level when I have a question is consistent and amazing. The output is also top notch which helps clients understand their situation easier compared to some other software programs

Cons

It would be great if excess funds could be automatically directed to both spouses TFSA's so both TFSA's can be maximized.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CG

Chase G.

Wealth Advisor and Financial Planner

Investment Management

### "Best Financial Planning Software We’ve Implemented"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 6, 2026

My experience using Snap has been fantastic. It’s the best software our team has implemented. Clients ultimately want to know if their goals can be achieved and what that looks like from a cash flow, net worth, and estate perspective, and Snap makes this clear. It allows you to deliver strong advice around taxes, withdrawal strategies, and more, while giving clients peace of mind. The Snap team is outstanding, knowledgeable, and quick to help when modeling complex situations. Special shoutout to Steve and Leigh. The resources, webinars, and support make this a 10 out of 10 tool for scaling your practice

Pros

Snap Projections is the best financial planning tool I’ve used. It lets you model almost any situation you can think of, from contribution and withdrawal strategies to timing government benefits and detailed corporate planning. You can easily see taxes, estate values, and long term outcomes year by year. What really stands out is how easy it is to compare different scenarios side by side, making it simple to find the best options for your clients.

Cons

No complaints so far. One improvement that would be great is a dedicated Trust module or planning pages. I think this would make trust planning much easier to model instead of having to work through a corporation or TFSA. While those work as a workaround, having a proper trust option would simplify things for advisors when presenting, and make it much clearer and easier for clients to understand as well.

Switched from

[WordPress](https://www.capterra.com/p/131687/WordPress/)

I used an internal application at National Bank Financial called: Advice Suite). Couldn't model much and very little transparency.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CL

Cory L.

Financial Advisor

Financial Services

### "SNAP rules"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 31, 2025

Awesome from subscription day 1.

Pros

Simplicity of the plan and the stellar support both in help pages or live person.

Cons

?? Not a thing.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

January 16, 2026

Hi Cory, thanks so much for taking the time to leave us a review. We appreciate you, thank you so much for being part of the Snap community!

WL

Warren L.

Finacial Planner

Financial Services

### "Technical Support second to None"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 22, 2025

Vey Intuitive data entry. Easy to make an initial scenario and create variations thereof. Their FAQ and Help material is friendly and useful.

Pros

Their Customer Support is truly second to none. You can always count on a very quick turnaround when you have questions or run into situations where you are unsure how to model any given aspect. The experienced staff understands our business and needs.

Cons

Not sure if they could make Scenario Optimization easier. Perhaps add a dynamic Goal Attainment percentage meter ?

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

July 23, 2025

Hi Warren, thank you so much for making the time to leave us a review! We truly value your support. Thanks so much.

GK

Glen K.

Investment Advisor

Financial Services

### "Pleased with snap"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 10, 2025

All customer service people are excellent

Pros

It is very easy to use and indepth with very knowledgeable customer service

Cons

I don't have anything negative to say about this program.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

April 16, 2025

Glen, thank you so much for making the time to leave us a review. We truly appreciate your support!

EH

Elyse H.

Financial Planning Specialist

Investment Management

### "Excellent Financial Planning Software with Exceptional Customer Support"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 2, 2025

Snap has been a fantastic tool for our business and we look forward to continued improvements and enhancements.

Pros

The customer support team is exceptional-always responsive and helpful when needing assistance illustrating scenarios for clients. The scenario comparison and Insurance Needs Analysis have been great tools to use to educate our clients on their situations.

Cons

One feature we would love to see added is an option in the recommendations that accounts for the clients expenses and works backward to determine the "retirement capital needs" required to sustain spending for the life of the plan.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

April 8, 2025

Elyse, thank you so much for making the time to leave this review. We really appreciate it!!

BM

Brad M.

Financial Advisor

Financial Services

### "SNAP Projections Changed How I Do Business"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 18, 2025

I have integrated this into the core of how we service and interact with clients. Every client gets a report.

Pros

Ease of use and alignment of features with need. They are always improving the product to add what we need.

Cons

I have never been disappointed with SNAP

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

March 20, 2025

Brad, thank you so much for making time to leave this review. We truly appreciate your business and support!

GG

Glory G.

Financial Advisor

Financial Services

### "The best for retirement income planning"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 17, 2025

I have used Snap for 6 years. I have tried several of the new financial planning softwares and always ended up returning to Snap. For young, less complicated clients, a more visual, simple financial planning software might work fine. My clients have many decisions to make at once and tax-efficient de-cumulation is more important than accumulation at their stage in life. Snap is excellent at this. The stress case add-on is good and easy to use. There is an add-on separate module for Corporations. I don't deal with corporations, so I'm glad it's available separately and I'm not forced to purchase it. French version is available | la version française est disponible. I also do not want a software that requires the client to put in the data. My clients will not do that, or they input things improperly or miss important information because they don't know where to look. They hand us their tax returns, statements, etc. and we take it from there. It is hard enough to gather this paperwork from them, let alone rely in them to do the input also. Besides, I really enjoy using the logical step-by-step input interface in Snap from the paperwork clients provide, because the big picture of the client's life starts to come into view quicker than it would if the client was doing it.

Pros

Complete transparency of where the numbers are coming from. Since I'm dealing with many different variables in client's lives, I need to understand how changing one variable will affect other variables. Great tutorials and ongoing training. Always improving. The same employees have been around for many years, which tells me they're happy and being treated well. Those same people answer their emails personally. You never feel like a number at Snap. It's easy and fast to input one-off events for a given year like travel during the early years of retirement or renovations or reverse mortgage withdrawals. You can adjust the expected rate of return of the portfolio year by year if desired, or set an average for a lifetime.

Cons

Most of my clients are pre-retirees with up to 8-12 scenarios needed to cover all variables of decision making, such as retiring in five years vs. now, taking CPP at 60 vs. 65 for each spouse, etc. The easiest way to help clients make decisions is still running the different scenarios in Snap, then creating a simple excel table comparing the results of each scenario, marking 'yes' or 'no' next to whether a variable appears in a scenario. I wish I didn't still have to do that extra step. However, there is a new comparison tool in Snap that is almost there in terms of skipping that step. The new tool at least puts all the scenario estate results and a few other analytics in one place.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

March 24, 2025

Glory, thank you so much for this review. We really appreciate you making the time to share this information. I will certainly pass this back to the team! Thanks again.

SH

Shari H.

Financial Advisor

Financial Services

### "It's the personal touch!"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 27, 2025

Snap allows me to take my client or prospect information and build a beautiful report to provide. I love that I can give something deep and analytical for those clients who appreciate every number, or I can simplify it into a snapshot for those who prefer the overview. I love the choice of cover pages. I love the flexibility of comparing multiple scenarios, there is so much detail!

Pros

If I had to pick one thing I like most about Snap Projections I would pick their helpline. Learning a new software can be a bit tedious, but I love that they have a very logical data entry flow that then calculates and produces this massive planning page filled with numbers. That, at first glance, will knock you out of your chair, but once you get the swing of it, it becomes so helpful! While you're learning the ropes, they have an amazing team of support who will walk you through whatever you are looking to do. They are my favourite!

Cons

Gosh, that's hard. I know there are times that I'm working through and I say, "Argh, I wish I could do this, or that"... but usually if I call in to Snap asking about it, they have a solution that I wouldn't have thought of... I used to wish for more flexibility with the report, but they captured that in a recent update... same with the Snapshot Report.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 24, 2025

Shari, thank so much for making the time to leave us this review. I will be sure to pass this feedback on to the support team. Take care!

CV

Christine V.

Investment Advisor

Banking

### "Investment Advisor/CFP"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 13, 2024

excellent, supportive, professional and patience when speaking to support

Pros

The customer service care I receive from \[sensitive content hidden\] when reviewing a plan prior to delivery. Very straightforward input of client details The presentation of the plan to my clients is clean and professional

Cons

I can't think of any dislikes I have with Snap Projections

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

December 9, 2024

Christine, thank you so much for leaving us a review! I will be sure to share your feedback with the Customer Support team.

[View all Reviews](https://www.capterra.com/p/10007127/Snap-Projections/reviews/)

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