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Snap Projections Logo

Financial Advisors: Grow Your AUM & Receive More Referrals.

Last updated: January 2026

Snap Projections Alternatives & Competitors (2026)

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Features


Pricing model


Devices supported


User rating


Organization types


Integrated with


Industry


Company size


Longview Tax logo

Corporate tax management and reporting solution

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logo
Longview Tax
logo
Snap Projections

1.1

3.8

Value for money

4.9
Empty state illustration for "No pricing info"

No pricing info

Starting price

69
flat rate/per month

0.1

4.5

Functionality

4.6

Data Import/Export

5/5

Tax Planning

5/5

Accounting

5/5

Top Features

Real-Time Data

5/5

Dashboard

5/5

Investment Management

5/5

Spreadsheet Server logo

ERP to Excel reporting. Simple formulas. Real-time data.

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logo
Spreadsheet Server
logo
Snap Projections

0.4

4.5

Value for money

4.9
Empty state illustration for "No pricing info"

No pricing info

Starting price

69
flat rate/per month
4.6

Functionality

4.6

Expense Tracking

5/5

Billing & Invoicing

5/5

Financial Reporting

5/5

Top Features

Real-Time Data

5/5

Dashboard

5/5

Investment Management

5/5

Smartsheet logo

Online work execution platform for businesses of all sizes

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logo
Smartsheet
logo
Snap Projections

0.5

4.4

Value for money

4.9
9
per user/per month

Starting price

69
flat rate/per month

0.3

4.3

Functionality

4.6

SSL Security

5/5

Payroll Management

5/5

Multi-board

5/5

Top Features

Real-Time Data

5/5

Dashboard

5/5

Investment Management

5/5

Adobe Workfront logo

Online Enterprise Work Management Software

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logo
Adobe Workfront
logo
Snap Projections

0.7

4.2

Value for money

4.9
Empty state illustration for "No pricing info"

No pricing info

Starting price

69
flat rate/per month

0.3

4.3

Functionality

4.6

Email Management

5/5

Task Tagging

5/5

Data Visualization

5/5

Top Features

Real-Time Data

5/5

Dashboard

5/5

Investment Management

5/5

ZarMoney logo

Cloud-based accounting solution for businesses of all sizes

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logo
ZarMoney
logo
Snap Projections
4.9

Value for money

4.9
15
flat rate/per month

Starting price

69
flat rate/per month

0.1

4.5

Functionality

4.6

Real-Time Data

5/5

Partial Payments

5/5

Dashboard

5/5

Top Features

Real-Time Data

5/5

Dashboard

5/5

Investment Management

5/5

Your Money Line logo

Simple and sincere money coaching for employees.

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logo
Your Money Line
logo
Snap Projections

0.1

5.0

Value for money

4.9
Empty state illustration for "No pricing info"

No pricing info

Starting price

69
flat rate/per month

0.4

5.0

Functionality

4.6

Real-Time Analytics

5/5

Financial Reporting

5/5

Financial Analysis

5/5

Top Features

Real-Time Data

5/5

Dashboard

5/5

Investment Management

5/5

Rocketlane logo

A client-centric, next-gen PSA tool

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logo
Rocketlane
logo
Snap Projections

0.3

4.6

Value for money

4.9
19
per user/per month

Starting price

69
flat rate/per month
4.6

Functionality

4.6

Activity Dashboard

5/5

Project Tracking

5/5

Customer Experience Management

5/5

Top Features

Real-Time Data

5/5

Dashboard

5/5

Investment Management

5/5

Zoho Sprints logo

Agile project management for software development teams

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logo
Zoho Sprints
logo
Snap Projections

0.4

4.5

Value for money

4.9
12
per user/per year

Starting price

69
flat rate/per month

0.2

4.4

Functionality

4.6

Product Roadmapping

5/5

NPS of Customers

5/5

Screen Sharing

5/5

Top Features

Real-Time Data

5/5

Dashboard

5/5

Investment Management

5/5

Tempo Capacity Planner logo

Resource planning and workforce optimization

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logo
Tempo Capacity Planner
logo
Snap Projections

1.2

3.7

Value for money

4.9
10
per user/per month

Starting price

69
flat rate/per month

0.8

3.8

Functionality

4.6

Task Scheduling

5/5

Calendar Management

5/5

Task Management

5/5

Top Features

Real-Time Data

5/5

Dashboard

5/5

Investment Management

5/5

IDL Konsis logo

Financial Close and Consolidation Software

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logo
IDL Konsis
logo
Snap Projections

0.1

5.0

Value for money

4.9
Empty state illustration for "No pricing info"

No pricing info

Starting price

69
flat rate/per month

0.4

5.0

Functionality

4.6

Multi-Currency

4/5

Multi-Company

4/5

Financial Analysis

4/5

Top Features

Real-Time Data

5/5

Dashboard

5/5

Investment Management

5/5

CMW Platform logo

Low-code BPM Software

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logo
CMW Platform
logo
Snap Projections

0.5

4.4

Value for money

4.9
275
per user/per year

Starting price

69
flat rate/per month

0.1

4.5

Functionality

4.6

Dashboard

5/5

User Management

5/5

Project Planning

5/5

Top Features

Real-Time Data

5/5

Dashboard

5/5

Investment Management

5/5

IBM Cognos Analytics logo

Business intelligence suite

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logo
IBM Cognos Analytics
logo
Snap Projections

1.0

3.9

Value for money

4.9
10.60
per user/per month

Starting price

69
flat rate/per month

0.4

4.2

Functionality

4.6

Performance Metrics

5/5

Data Quality Control

5/5

Scorecards

5/5

Top Features

Real-Time Data

5/5

Dashboard

5/5

Investment Management

5/5

myBillBook logo

Cloud-based billing & accounting management software

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logo
myBillBook
logo
Snap Projections

0.5

4.4

Value for money

4.9
34
flat rate/per month

Starting price

69
flat rate/per month

0.3

4.3

Functionality

4.6

Tax Management

5/5

Stock Management

5/5

Inventory Tracking

5/5

Top Features

Real-Time Data

5/5

Dashboard

5/5

Investment Management

5/5

CasetrackerLaw  logo

Web-based, 24/7 access, user-friendly, cost-effective,

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logo
CasetrackerLaw
logo
Snap Projections
4.9

Value for money

4.9
699
per user

Starting price

69
flat rate/per month

0.3

4.9

Functionality

4.6

Historical Reporting

5/5

Payment Collection

5/5

Multiple User Accounts

5/5

Top Features

Real-Time Data

5/5

Dashboard

5/5

Investment Management

5/5

Allfred logo

Finance and project management solution

learn more
logo
Allfred
logo
Snap Projections

0.1

5.0

Value for money

4.9
8
per user/per month

Starting price

69
flat rate/per month

0.3

4.3

Functionality

4.6

Real-Time Data

5/5

Data Import/Export

5/5

Commenting/Notes

5/5

Top Features

Real-Time Data

5/5

Dashboard

5/5

Investment Management

5/5

Sage X3 logo

Cloud-based enterprise resource planning solution

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logo
Sage X3
logo
Snap Projections

0.7

4.2

Value for money

4.9
Empty state illustration for "No pricing info"

No pricing info

Starting price

69
flat rate/per month

0.3

4.3

Functionality

4.6

Receiving

5/5

Real-Time Analytics

5/5

Serial Number Tracking

5/5

Top Features

Real-Time Data

5/5

Dashboard

5/5

Investment Management

5/5

River Logic logo

Value Chain Optimized

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logo
River Logic
logo
Snap Projections

0.1

5.0

Value for money

4.9
Empty state illustration for "No pricing info"

No pricing info

Starting price

69
flat rate/per month

0.3

4.3

Functionality

4.6

Inventory Management

5/5

Data Visualization

5/5

Forecasting

N/A

Top Features

Real-Time Data

5/5

Dashboard

5/5

Investment Management

5/5

Vestio logo

Integrated wealth management and financial control system

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logo
Vestio
logo
Snap Projections

0.1

5.0

Value for money

4.9
Empty state illustration for "No pricing info"

No pricing info

Starting price

69
flat rate/per month

0.4

5.0

Functionality

4.6

Risk Management

N/A

Asset Lifecycle Management

N/A

Bonds/Stocks

N/A

Top Features

Real-Time Data

5/5

Dashboard

5/5

Investment Management

5/5

FACT ERP.NG logo

ERP solution for integrating business processes

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logo
FACT ERP.NG
logo
Snap Projections

0.3

4.6

Value for money

4.9
$
10000
per user

Starting price

69
flat rate/per month

0.1

4.5

Functionality

4.6

Document Management

N/A

Billing & Invoicing

N/A

Data Connectors

N/A

Top Features

Real-Time Data

5/5

Dashboard

5/5

Investment Management

5/5

Veita logo

Software for customer-centric Accounts Receivable management

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logo
Veita
logo
Snap Projections

0.1

5.0

Value for money

4.9
99
flat rate/per month

Starting price

69
flat rate/per month

0.6

4.0

Functionality

4.6

Contact Database

N/A

Payment Reconciliation

N/A

Workflow Management

N/A

Top Features

Real-Time Data

5/5

Dashboard

5/5

Investment Management

5/5