App comparison
Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.
GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Our commitment
Independent research methodology
Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.
Verified user reviews
GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.
Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.
How GetApp ensures transparency
GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.
Snap Projections
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Financial Advisors: Grow Your AUM & Receive More Referrals.
Table of Contents
Is this product right for your business?
Find out with a
Snap Projections - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: January 2026
Snap Projections overview
What is Snap Projections?
Snap Projections is a cloud-based financial management as well as planning solution for Canadian Financial Advisors, Planners, and Investment/Wealth Managers. It helps businesses grow their assets under management and receive more referrals through effective financial planning.
With Snap Projections, users can simplify their planning process, easily illustrate their value to clients & grow their practice.
Key benefits of using Snap Projections
Efficiently create optimized financial plans and what-if scenarios, reducing back-office time and saving 5-10 hours per plan.
Increase Client Engagement
Engage your clients with interactive presentations and balanced projections that show their entire financial life on one page. Keep clients engaged without overwhelming them with too much detail.
Grow Your Assets Under Management
Effortlessly increase your assets under management by generating high-quality referrals from friends and family. Convert more prospects to clients and grow your practice.
Starting price
per month
Alternatives
with better value for money
Snap Projections’s user interface
Snap Projections reviews
Overall rating
4.9
/5
24
Positive reviews
100
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend9.83/10
5
4
3
2
1
22
2
0
0
0
Who uses Snap Projections?
Based on 24 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
Snap Projections's key features
Most critical features, based on insights from Snap Projections users:
All Snap Projections features
Features rating:
Snap Projections alternatives
Snap Projections
Starting from
69
Per month
Sage Intacct
Starting from
No pricing info
Limelight
Starting from
999
Per month
Wrike
Starting from
10
Per month
Snap Projections pricing
Value for money rating:
Starting from
69
Per month
Flat Rate
User opinions about Snap Projections price and value
Value for money rating:
Snap Projections support options
Typical customers
Platforms supported
Support options
Training options
Snap Projections FAQs
Snap Projections has the following pricing plans:
Starting from: $69.00/month
Pricing model: Subscription
Free Trial: Available
These products have better value for money
Q. Who are the typical users of Snap Projections?
Snap Projections has the following typical customers:
Freelancers, Mid Size Business, Small Business
Q. What languages does Snap Projections support?
Snap Projections supports the following languages:
English
Q. Does Snap Projections offer an API?
No, Snap Projections does not have an API available.
Q. What level of support does Snap Projections offer?
Snap Projections offers the following support options:
Chat, Phone Support, Knowledge Base, Email/Help Desk