# Snap Projections Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Snap Projections the right Financial Management solution for you? Explore 26 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/10007127/Snap-Projections/reviews --- Snap Projections 4.9 (26) [View alternatives](https://www.capterra.com/p/10007127/Snap-Projections/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Snap Projections Ease of use 4.8 Customer Service 5.0 ## Pros and Cons in Reviews MS Marc S DirectorFinancial Services, 2 - 10 employeesUsed the software for: More than 2 years. “The customer service is amazing and being Canadian and not some big company you can actually see your recommendations come into the software“ March 11, 2024 KG Kevin G Wealth AdvisorFinancial Services, 1,001 - 5,000 employeesUsed the software for: Less than 6 months. “I've enjoyed learning the Snap Projections software with a fantastic customer support team behind it!“ March 21, 2024 ## Showing most helpful reviews Showing 1-25 of 26 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use CG Chase G. Wealth Advisor and Financial Planner Investment Management Used the software for: 1-2 years ### "Best Financial Planning Software We’ve Implemented" March 6, 2026 5.0 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 BH Brenda H. Fee for Service- Advice only Planner Financial Services Used the software for: 2+ years ### "Exceptional Service and Responsiveness to Client Feedback" November 1, 2024 5.0 Absolutely great. The entire team is knowledgeable, friendly and helpful. They are always interested in my feedback and let me know when they have made changes to address items I have inquired about. Pros I like the responsiveness of Snap to their clients. They are always asking for feedback and upgrading their software to accommodate. I haven't worked with a software company that is so interested in what their clients have to say. It's very refreshing Cons I wish that the non-registered joint investments could be taxed in specific percentages to each person. Review Source Response from Snap Projections November 13, 2024 Brenda, thank you so much for making time to leave this review. We appreciate you! 🫶 JM Jad M. Senior Financial Advisor Financial Services Used the software for: 2+ years ### "Highly recommend Snap " October 21, 2024 4.0 Very good. It's one thing to be able to tell a client they'll be fine in retirement. It's another to be able to 'show' it to them to validate what you're telling them Pros I'm one that prefers speaking to a person instead of watching a tutorial They're very professional, helpful and non-condescending when asking repetitive questions. Cons There appears to be some clunkiness in tailoring. Workarounds are needed Review Source Response from Snap Projections November 6, 2024 Jad, thank you so much for making time in your busy schedule to leave us a review. I will share your feedback with the product team! CS Chris S. Investment Advisor Financial Services Used the software for: 6-12 months ### "Elevating My Client Engagement" October 28, 2024 5.0 While learning a new system can be challenging, I’ve found the customer service to be excellent, with quick responses to all my questions. Overall, I’m extremely satisfied with my experience using SNAP and am excited to see what new features will be added to the system in the future. Pros I have been using SNAP for nearly a year now, and switching from my previous program was one of the best decisions I’ve made. SNAP enables me to create plans quickly and efficiently, allowing me to present them to clients in a clear and accessible way. The visual graphs and numbers make it easy for clients to grasp the impact of their decisions and we can effortlessly explore any “what-if” scenarios they request. I really love the customizable client-facing reports and graphs, which are easy to understand and not overwhelming. The Snapshot report and Scenario Comparison tool have significantly enhanced my planning services without requiring extra time to prepare. Cons Not really a con, but I did need to rebuild plans from my previous programs. However, the user-friendly nature of SNAP made this process quite easy. and straightforward. Switched from [NaviPlan](https://www.capterra.com/p/79437/NaviPlan/) Was looking for a program that was more streamlined, could make changes quickly (without being cumbersome) and better client facing. Review Source Response from Snap Projections November 6, 2024 Chris, thank you so much for making the time to leave us such a glowing review. Truly appreciate your support and your business! MB Michael B. Financial Planner Financial Services Used the software for: 2+ years ### "Snap Projections review" March 11, 2026 5.0 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 GG Glory G. Financial Advisor Financial Services Used the software for: 2+ years ### "The best for retirement income planning" March 17, 2025 5.0 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 Response from Snap Projections 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. EH Elyse H. Financial Planning Specialist Investment Management Used the software for: 1-2 years ### "Excellent Financial Planning Software with Exceptional Customer Support" April 2, 2025 5.0 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 Response from Snap Projections April 8, 2025 Elyse, thank you so much for making the time to leave this review. We really appreciate it!! SH Shari H. Financial Advisor Financial Services Used the software for: 2+ years ### "It's the personal touch!" January 27, 2025 5.0 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 Response from Snap Projections 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! WL Warren L. Finacial Planner Financial Services Used the software for: 2+ years ### "Technical Support second to None" July 22, 2025 5.0 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 Response from Snap Projections 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. CL Cory L. Financial Advisor Financial Services Used the software for: 2+ years ### "SNAP rules" December 31, 2025 5.0 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 Response from Snap Projections 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! BM Brad M. Financial Advisor Financial Services Used the software for: 2+ years ### "SNAP Projections Changed How I Do Business" March 18, 2025 5.0 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 Response from Snap Projections March 20, 2025 Brad, thank you so much for making time to leave this review. We truly appreciate your business and support! GK Glen K. Investment Advisor Financial Services Used the software for: 1-2 years ### "Pleased with snap" April 10, 2025 5.0 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 Response from Snap Projections April 16, 2025 Glen, thank you so much for making the time to leave us a review. We truly appreciate your support! CV Christine V. Investment Advisor Banking Used the software for: 2+ years ### "Investment Advisor/CFP" November 13, 2024 5.0 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 Response from Snap Projections 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. AB Adam B. Managing Partner Financial Services Used the software for: 2+ years ### "Best Retirement Planning Software on the Market" August 30, 2024 5.0 We have used them for many years and the ongoing updates, quick support and ease of use put them ahead of their peers (who we have also tried). Pros Snap is the best planning program on the market as it does a deep dive into all the details needed for a solid plan, but more importantly it is easy for the client to understand (and the advisor). The combination of ease of understanding while not compromising the depth of planning makes Snap stand out. Cons 2 things we would like to see from Snap are client portal and dynamic excel spreadsheet for clients to use. Review Source Response from Snap Projections September 11, 2024 Adam, thank you so much for taking time out of your busy schedule to leave us a review. Appreciate the comments and feedback. As always, will send to the product team. 🫶🫶🫶 RB Richard B. Investment Advisor Financial Services Used the software for: 6-12 months ### "Snap Projections" November 13, 2024 5.0 I really enjoy using Snap Projections. it does exactly what i need it and when i'm having trouble on something, a simple press of the support team button and i'm on the phone with someone almost instantly Pros very user friendly, and if I'm ever stuck, the support team is so helpful and quick to respond Cons i honestly havent found things i don't like. it has satisfied all the plans i've made Review Source Response from Snap Projections December 9, 2024 Richard, thank you so much for taking the time to leave us a review. Truly appreciate your business and your support! KG Kevin G. Wealth Advisor Financial Services Used the software for: Less than 6 months ### "Snap Projections review by Kevin Gavigan" March 21, 2024 5.0 \- I've enjoyed learning the Snap Projections software with a fantastic customer support team behind it! Pros \- Snap Projections customer support team have gone over and beyond to assist with my question big or small. Their willingness to book a one on one session for Q&As is much appreciated. If advisors prefer to turn to electronic sources for help then Snap Projections Help Centre has all the answers. - I'm really impressed with Snap Projections software capabilities. It has really helped to gain my client's trust in the planning process. I can now provide more value to my clients while providing the peace of mind they deserve. Cons I don't see any disadvantages to using Snap Projections. Review Source Response from Snap Projections March 22, 2024 Kevin, thank you so much! We truly appreciate your business and your support 🫶 Thank you for making the time to leave us this review. I will be sure to pass your kind words on to the Support team. BD Ben D. Financial Advisor Financial Services Used the software for: 1-2 years ### "Excellent Financial Planning Software" March 7, 2024 5.0 Pros Since using Snap Projections, I have been able to significantly lower the amount of time needed to build a reliable financial plan or projection. After using multiple other industry leading programs, I have found clients understand Snap Projection plans better than any other program we have used. The concise way Snap Projections puts a families financial lifetime right in front of them is unique and a powerful tool to impower clients to understand their financial future. Cons I wish there was better cashflow management option available. Such as a simple budgeting report with percentage allocations for clients who need cashflow help. One other area that other programs were better was in providing a selection of simple financial calculators for clients who were in need of quick projections instead of a whole plan. One more area that would be a great addition would be debt payoff. It would be great to show a client on a chart as a part of their plan, the impact of paying the mortgage off quicker compared to regular payments. Switched from [NaviPlan](https://www.capterra.com/p/79437/NaviPlan/) Recommendation from another advisor that I trust. Review Source Response from Snap Projections March 8, 2024 Ben, thank you so much for making the time to leave us a review 🫶 We truly appreciate your business and your feedback. Great to hear your clients understand Snap. I will send your suggestions to the product team! Some of the new features being worked on now (The new SnapShot summary as well as future comparison options) may satisfy some of your requests. PL Perry L. Financial Planner Investment Management Used the software for: 2+ years ### "Best Projection Sotfware" March 7, 2024 5.0 I use this regularly with my clients. I have received great feedback from my clients. And most of all is very easy to use to other products that I have used in the past. Pros Very easy to input data. Very easy use in front of the client and run multiple scenarios. Clients leave with a solid understanding of their plan and alterative options. Scenarios Can easily be stress tested! Graphs are really nice an can be used interactively with client. Reports are easily customized Cons The is nothing not to like. It is so easy to use! Switched from [NaviPlan](https://www.capterra.com/p/79437/NaviPlan/) Not easy to use. Time consuming and reports and overall presentation not easy to use in front of the client. Way too time consuming! Review Source Response from Snap Projections March 8, 2024 Perry, thank you so much for making the time to leave us a review 🫶 We truly appreciate your business and your feedback. So happy to hear that since switching you are not having the same issues you were with your previous financial planning software! Being able to save time is so important. MS Marc S. Director Financial Services Used the software for: 2+ years ### "Foundational to our firm " March 11, 2024 5.0 Amazing! We use it daily and get great value from it Pros The customer service is amazing and being Canadian and not some big company you can actually see your recommendations come into the software Cons I'd like living benefits added and I think they are working on it. There's nothing bad to say about the software Review Source Response from Snap Projections March 13, 2024 Wow Marc, thank you so much for this glowing review! Truly appreciate your business, support, and your willingness to take the time to leave this review. Thank you! SKS Sarah Korwin S. Associate Advisor Financial Services Used the software for: 1-2 years ### "Great Tool for Creating Client Plans" March 19, 2024 5.0 Pros Easy to use, data input, spreadsheet in the background Cons Sometimes tricky to get things to work the way you like, output should have more options (ie: upload your own cover photo). Review Source Response from Snap Projections March 21, 2024 Sarah, thank you so much for taking the time to leave us a review. Thank you for your support and for being part of the Snap community! We appreciate your feedback and are happy to share that enhanced personalization within the reporting platform is a top priority. We are currently about to start beta testing a brand new feature called the SnapShot, which is a customizable one-page summary report. Should be a game changer for client communication. So stay tuned! :o) JD Jean D. Investment Advisor Investment Management Used the software for: 2+ years ### "Great software" March 7, 2024 5.0 Loved it from the start. An immediate familiarity. Pros Ease of use from the beginning and an approach I would take if I tried to build it. Cons Some limitations but more features are added continuously Switched from [NaviPlan](https://www.capterra.com/p/79437/NaviPlan/) A lot easier and faster results with enough detail. Review Source Response from Snap Projections March 8, 2024 Jean, thank you so much for making the time to leave us a review 🫶 We truly appreciate your business and your feedback. JD John D. F.S.A. Financial Services Used the software for: 1-2 years ### "SNAP Review" May 6, 2024 5.0 Pros Multiple scenario creation and projections. Cons Due to its many functions and capabilities, understanding how SNAP acts and reacts to data input can be a little more complex. Yet, at the same time, this allows for more advanced conversations with clients and creates additional opportunities. Review Source Response from Snap Projections May 21, 2024 John, thank you so much for taking the time to leave us a review. We truly appreciate your feedback and support! JF Janet F. Certified Financial Planner Financial Services Used the software for: 2+ years ### "Why none of our clients retire without a Snap Projection" March 8, 2024 5.0 Fabulous ~ I use Snap so I am confident our clients know they can retire Pros I love the sustainable scenario option I also love the service we receive from the wonderful Staff at Snap Cons I would like to see more options to create specific withdraw strategies Review Source Response from Snap Projections March 13, 2024 Janet, thank you so much for taking time out of your busy schedule to leave us a review. We value your feedback and will take it to the Product team! sM steve M. Financial Planner Financial Services Used the software for: 2+ years ### "Snap Projections - A Proven Winner" March 7, 2024 5.0 Snap Projections have been an excellent addition to my business. Pros Ease of input, the flow is very intuitive. You can build plans very quickly. The output is excellent. Clients find it useful when it comes to understanding actionable outcomes. You can quickly process different scenarios to answer concerns/questions. Cons Almost all my client want a plan now! Good problem to have. Switched from [NaviPlan](https://www.capterra.com/p/79437/NaviPlan/) Snap Projections is better on almost every measure. Review Source Response from Snap Projections March 8, 2024 Steve, thank you so much for making the time to leave us a review 🫶 We truly appreciate your business and your feedback. So happy to hear how much the product has helped your clients. MK Mark K. financial advisor Financial Services Used the software for: 2+ years ### "excellent financial overview and planning tools when directly with clients!" March 7, 2024 4.0 Pros ease of most data entry and easy to follow reporting for a client to easily follow Cons still not able to link in with an API interface for a dealer's back office yet Review Source Response from Snap Projections March 8, 2024 Mark, thank you so much for making the time to leave us a review 🫶 We truly appreciate your business and your feedback. Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.