---
description: Learn more about Snap Projections price, benefits, and disadvantages for businesses in Australia. Read reviews from verified users and discover similar tools that fit your business needs.
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title: Snap Projections Cost & Reviews - Capterra Australia 2026
---

Breadcrumb: [Home](/) > [Financial Management Software](/directory/31136/financial-management/software) > [Snap Projections](/software/1046130/snap-projections)

# Snap Projections

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> Transparent, easy-to-use, and highly flexible financial planning software for Canadian Financial Advisors, Planners \& Wealth Managers.
> 
> Verdict: Rated **4.9/5** by 26 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses Snap Projections?

Canadian Financial Advisors, Financial Planners, and Wealth/Investment Managers.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.9/5** | 26 Reviews |
| Ease of Use | 4.8/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money | 4.9/5 | Based on overall reviews |
| Features | 4.6/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: Snap Projections

## Commercial Context

- **Starting Price**: CAD 69.00
- **Pricing model**: Flat Rate (Free Trial)
- **Pricing Details**: For independent Advisors, there are two plans to choose from. Advisor Professional starts as low as $69 monthly when billed annually.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop)
- **Supported Languages**: English
- **Available Countries**: Canada

## Features

- Accounting
- Budgeting/Forecasting
- Cash Management
- Compliance Management
- Dashboard
- Data Import/Export
- Data Visualization
- Financial Analysis
- Financial Reporting
- General Ledger
- Real-Time Data

## Support Options

- Email/Help Desk
- Knowledge Base
- Phone Support
- Chat

## Category

- [Financial Management Software](https://www.capterra.com.au/directory/31136/financial-management/software)

## Related Categories

- [Financial Management Software](https://www.capterra.com.au/directory/31136/financial-management/software)
- [Strategic Planning Software](https://www.capterra.com.au/directory/31031/strategic-planning/software)
- [Financial Reporting Software](https://www.capterra.com.au/directory/30050/financial-reporting/software)

## Alternatives

1. [Notion](https://www.capterra.com.au/software/186596/notion) — 4.7/5 (2709 reviews)
2. [Teamwork.com](https://www.capterra.com.au/software/120390/teamwork-projects) — 4.5/5 (933 reviews)
3. [OpenProject](https://www.capterra.com.au/software/152761/openproject) — 4.6/5 (188 reviews)
4. [Scoreplan](https://www.capterra.com.au/software/211877/scoreplan) — 4.6/5 (77 reviews)
5. [Business Base](https://www.capterra.com.au/software/1034289/business-base) — 4.8/5 (56 reviews)

## Reviews

### "Best Financial Planning Software We’ve Implemented" — 5.0/5

> **Chase** | *6 March 2026* | Investment Management | Recommendation rating: 10.0/10
> 
> **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.
> 
> 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

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### "Exceptional Service and Responsiveness to Client Feedback" — 5.0/5

> **Brenda** | *1 November 2024* | Financial Services | Recommendation rating: 10.0/10
> 
> **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.
> 
> 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.

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### "Highly recommend Snap" — 4.0/5

> **Jad** | *21 October 2024* | Financial Services | Recommendation rating: 9.0/10
> 
> **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
> 
> 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

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### "Snap Projections review" — 5.0/5

> **Michael** | *11 March 2026* | Financial Services | Recommendation rating: 10.0/10
> 
> **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.
> 
> 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.

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### "Elevating My Client Engagement" — 5.0/5

> **Chris** | *28 October 2024* | Financial Services | Recommendation rating: 10.0/10
> 
> **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.
> 
> 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.

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## Links

- [View on Capterra](https://www.capterra.com.au/software/1046130/snap-projections)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10007127/Snap-Projections/> |
| en-AE | <https://www.capterra.ae/software/1046130/snap-projections> |
| en-AU | <https://www.capterra.com.au/software/1046130/snap-projections> |
| en-CA | <https://www.capterra.ca/software/1046130/snap-projections> |
| en-GB | <https://www.capterra.co.uk/software/1046130/snap-projections> |
| en-IE | <https://www.capterra.ie/software/1046130/snap-projections> |
| en-IL | <https://www.capterra.co.il/software/1046130/snap-projections> |
| en-IN | <https://www.capterra.in/software/1046130/snap-projections> |
| en-NZ | <https://www.capterra.co.nz/software/1046130/snap-projections> |
| en-SG | <https://www.capterra.com.sg/software/1046130/snap-projections> |
| en-ZA | <https://www.capterra.co.za/software/1046130/snap-projections> |

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