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On the recordRead 5 Oct 202616 facts
Snap Projections
Toronto, Ontario, Canada
Plans and prices
Stress Testing add-on
$15a month, billed yearly
Monte Carlo · Randomized and Historical Scenarios
Read 5 Oct 2026 · snapprojections.com
Advisor Professional
$69a month, billed yearly
Unlimited Clients / Scenarios · Education Planning (RESP) · Team set-up options with data sharing · Monte Carlo stress testing is an add-on
Read 5 Oct 2026 · snapprojections.com
Advisor Business
$99a month, billed yearly
Unlimited Clients / Scenarios · Education Planning (RESP) · Team set-up options with data sharing · Monte Carlo stress testing is an add-on
Read 5 Oct 2026 · snapprojections.com
Advisor Enterprise
Priced on request
Unlimited Clients / Scenarios · Education Planning (RESP) · Data Sharing & Compliance Auditing · Customized Reporting & Billing
Read 5 Oct 2026 · snapprojections.com
On the record
- AI import
- The AI Import Assistant can use uploaded client documents or plans from other software to create a first draft.snapprojections.com · read 5 Oct 2026
- Data location
- The pricing page says customer data stored on Snap's servers resides physically in Canada.snapprojections.com · read 5 Oct 2026
- Hosting
- The terms state that the application is hosted on Amazon Web Services and that the company uses AWS security products including KMS, GuardDuty, and Inspector.snapprojections.com · read 5 Oct 2026
- Integration access
- An activated integration receives limited access to the connected application account and can be deactivated.help.snapprojections.com · read 5 Oct 2026
- Integrations
- The support article says integrations can import or export client information and identifies OneBoss as a specific integration.help.snapprojections.com · read 5 Oct 2026
- Intended users
- The terms say the services are for licensed financial advisors, insurance advisors, portfolio managers, financial planners, and/or accountants, and are not intended for consumer personal use.snapprojections.com · read 5 Oct 2026
- Maker
- The terms identify Snap Projections Inc. and state that the services are operated from its offices in Toronto, Ontario.snapprojections.com · read 5 Oct 2026
- Planning features
- It supports retirement and tax planning, insurance modelling, corporate planning, and education planning (RESP).snapprojections.com · read 5 Oct 2026
- Purpose
- Snap Projections describes itself as financial planning software for Canadian financial advisors and planners.snapprojections.com · read 5 Oct 2026
- Reports
- Users can create a one- or two-page SnapShot summary or a comprehensive client-friendly financial plan report.snapprojections.com · read 5 Oct 2026
- Scenario comparisons
- The software can compare up to five scenarios using customizable tables and charts.snapprojections.com · read 5 Oct 2026
- Security
- The terms state that data is encrypted at rest and in transit and that Snap aligns with SOC 2 requirements, controls, and practices.snapprojections.com · read 5 Oct 2026
- Support
- The pricing page lists scheduled Zoom or Teams sessions, phone and email support, CE-accredited webinars, and an online searchable knowledge base.snapprojections.com · read 5 Oct 2026
- Web-based
- The pricing page describes Snap as a web-based platform requiring no downloads and accessible online from any location.snapprojections.com · read 5 Oct 2026
