RazorPlan requires only key information from a client simplifying the engagement process and making you more efficient. This data is then automatically used to start the analysis and planning process.
Analyze the Situation
RazorPlan’s algorithms run intuitive calculations on your behalf. Allowing you to quickly analyze a client’s financial and risk management needs while helping them understand the importance of your recommendations.
Deliver the Results
Choose from 3 client reports that each take a different approach to delivering the client analysis. Depending on the type and scope of a client meeting, you can print the report that best corresponds to your client’s situation.