Snap Projections Launches Automated Financial Recommendations, a Strategy Optimization Engine for Canadian Advisors

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Postmedia has not reviewed the content. by Business Wire Snap Projections Launches Automated Financial Recommendations, a Strategy Optimization Engine for Canadian AdvisorsAuthor of the article: You can save this article by registering for free here. Or sign-in if you have an account.THIS CONTENT IS RESERVED FOR SUBSCRIBERS ONLYSubscribe now to read the latest news in your city and across Canada.Exclusive articles from Barbara Shecter, Joe O'Connor, Gabriel Friedman, and others.Daily content from Financial Times, the world's leading global business publication.Unlimited online access to read articles from Financial Post, National Post and 15 news sites across Canada with one account.National Post ePaper, an electronic replica of the print edition to view on any device, share and comment on.Daily puzzles, including the New York Times Crossword.SUBSCRIBE TO UNLOCK MORE ARTICLESSubscribe now to read the latest news in your city and across Canada.Exclusive articles from Barbara Shecter, Joe O'Connor, Gabriel Friedman and others.Daily content from Financial Times, the world's leading global business publication.Unlimited online access to read articles from Financial Post, National Post and 15 news sites across Canada with one account.National Post ePaper, an electronic replica of the print edition to view on any device, share and comment on.Daily puzzles, including the New York Times Crossword.REGISTER / SIGN IN TO UNLOCK MORE ARTICLESCreate an account or sign in to continue with your reading experience.Access articles from across Canada with one account.Share your thoughts and join the conversation in the comments.Enjoy additional articles per month.Get email updates from your favourite authors.THIS ARTICLE IS FREE TO READ REGISTER TO UNLOCK.Create an account or sign in to continue with your reading experience.Access articles from across Canada with one accountShare your thoughts and join the conversation in the commentsEnjoy additional articles per monthGet email updates from your favourite authorsSign In or Create an AccountNew capability evaluates interconnected financial decisions simultaneously, replacing manual trial-and-error analysis with a single clickTORONTO — Canadian Financial Advisors have long known that better outcomes exist for their clients. Finding them efficiently, however, has been a different matter. Snap Projections, a financial planning software platform built for Canadian Advisors, Planners, and Investment Managers, has released its latest feature, Automated Financial Recommendations, designed to identify and apply optimization strategies in real time.Until now, determining the optimal combination of CPP start age, OAS timing, TFSA contribution strategy, taxable income targeting, and asset withdrawal or contribution order meant running scenarios manually, one variable at a time. For Advisors managing full client books, that process rarely fits inside a client meeting.Get the latest headlines, breaking news and columns.By signing up you consent to receive the above newsletter from Postmedia Network Inc.A welcome email is on its way. If you don't see it, please check your junk folder.The next issue of Top Stories will soon be in your inbox.We encountered an issue signing you up. Please try again“Advisors already know opportunities exist to improve their clients’ financial outcomes,” said Kambiz Vatan-Abadi, President, Snap Projections. “The challenge has been identifying those opportunities quickly and consistently. Automated Financial Recommendations manages the analysis automatically so Advisors can spend the meeting talking about strategy, not running the numbers.”The feature evaluates interconnected financial decisions together in a single analysis to identify optimized financial strategies. Recommended strategies can be applied to a client’s projection with a single click. The feature consistently reduces projected lifetime taxes, creates room for higher retirement spending and improves projected estate outcomes across a broad range of scenarios. It delivers results in minutes or even seconds in some cases, depending on the complexity of the plan.Snap Projections built the feature around practical implementation. Recommendations are designed to be actionable, transparent, and sustainable over time – strategies that can be implemented and explained in real client plans. Mr. Vatan-Abadi said Advisors consistently asked for software that could identify better outcomes without lifestyle changes or complex, year-by-year instructions clients couldn’t realistically maintain.“Identifying the optimal strategy is only the first step,” he said. “The next challenge is implementation. We focused on recommendations that Advisors can communicate clearly and clients can put into action, increasing the likelihood that projected benefits are ultimately realized.”Automated Financial Recommendations is now live for all Snap Projections subscribers.Canadian Advisors, Planners, and Investment Managers can explore the feature through a 14-day free trial atSnap Projections is a Canadian financial planning software platform serving Financial Advisors, Planners, and Investment Managers. The platform offers comprehensive, transparent planning tools – including tax planning, insurance modelling, and retirement projections – backed by industry-leading customer support. All plans include a 14-day free trial.View source version on businesswire.com: This advertisement has not loaded yet.Notice for the Postmedia NetworkThis website uses cookies to personalize your content (including ads), and allows us to analyze our traffic. Read more about cookies here. By continuing to use our site, you agree to our Terms of Use and Privacy Policy.