Jim Kort's Colleagues at Snap Projections
Jim Kort's Contact Details
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Greater Kelowna Metropolitan Area
Snap Projections
Jim Kort's Company Details
Snap Projections helps Canadian financial advisors, planners and investment managers deliver efficient, personalized financial plans their clients easily understand and appreciate.It offers comprehensive cash-flow, retirement and decumulation planning capabilities while remaining easy to use, interactive, and client-friendly.Snap allows planners to effortlessly implement both simple and complex financial plans, which can be easily adjusted in real-time during an in person engagement or in a virtual meeting. This modern, transparent and customer-centric approach made available by Snap is disrupting the traditional approach to financial planning, making it efficient, collaborative and impactful.