Snap Projections Alternatives (January 2026)

Equisoft/plan is an intuitive financial planning solution that provides comprehensive financial portraits. Click to learn more.

PreciseFP is a suite of data-gathering and client-engagement tools designed to empower financial advisors.

Modern, interactive features for today’s financial advisors. Grow your practice and set your clients on the path to financial success.

The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Envestnet MoneyGuide has created an intuitive and easy to use Financial Planning Software suite, while still providing sophisticated analyses and results. MoneyGuide is completely web-based and features online collaborative planning between advisors and clients used to achieve Financial Wellness.

Transform your financial planning process and client relationships with Asset-Map - the user-friendly mapping software with informative visualizations.

Equisoft/analyze helps effectively compare investment products, design suitable portfolios & create powerful proposals & presentations. Ideal for advisors, small firms, larger enterprises & fund companies.

Jirav is the financial planning and analysis solution for accounting firms and SMB's. An 'all-in-one' software for forecasting, budgeting and modeling.

Upmetrics is a modern business planning software that helps entrepreneurs create winning business plans, accurate forecasts, and compelling pitch decks faster.

Morningstar Advisor Workstation is a connected suite of tools spanning proposal creation, investment research, investment planning, and more for financial advisors.