In February, I published an article on ADVISOR.CA titled “Do Human Advisor Fees Offer More Value Than Robo-Advisor Fees?” In it, I examined the claim that using a robo-advisor can add hundreds of thousands of dollars to your investment when compared to the higher fees charged by many human advisors.
A new user recently told me a story about how he used RazorPlan during a recent appointment to win a new client. Here’s the story…
At RazorPlan support we look to provide the assistance needed to not only understand RazorPlan software, but also the client files you are working with.
The biggest variable for any software program is the data entered. Even small discrepancies in client data can result in large variations in the output.