Create financial plans your clients will understand
RazorPlan simplifies financial planning, letting clients focus on what matters. Its unique design blends big-picture analysis with tailored, easy-to-understand advice.
Simplification over complication
RazorPlan innovative algorithms start from key client information to run intuitive calculations and allow Canadian financial planners to quickly analyze a client’s financial and risk management needs, while helping them understand the importance of advice.
Proven features with real-word performance
- Retirement Planning with sophisticated solve engine
- Insurance needs analysis including life, disability, and critical illness
- Professional reporting and visualizations
- Decumulation optimizer to determine optimal retirement income
- Proper tax calculations using current legislation
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Sophisticated, Yet Straightforward
Advisors using RazorPlan are confident their clients will follow their recommandations because they provide easy to understand actionable financial plans.
Real results, real ROI
Firms and professionals who have partnered with RazorPlan have seen significant improvements in their planning processes, improved client engagement and business growth.
Spend less time entering decumulation strategies
Spend more time engaging clients in meaningful discussions.
Optimize your clients wealth over their lifetime.
Execute complex calculation on the fly.
Get the decumulation kit
Improve client satisfaction
Give clients what they really want and need, with clear options in a more digestible way.
Demonstrate the value you bring to clients with easy-to-read charts and reports.
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Who we serve
RazorPlan supports advisors across the wealth industry:
- Insurance Advisors: analyze protection needs and insurance strategies with ease
- Investment Advisors: illustrate savings growth and wealth accumulation opportunities
- Financial Planners: guide clients through cash flow, retirement income (decumulation), tax, and estate planning
No matter your focus, RazorPlan helps you deliver advice that’s clear, actionable, and client friendly.
Plans that fit your growth
Pay per month or save with annual plans.
RazorPlan has helped me show retirement and estate planning strategies as well as the need for long term care, term and/or permanent insurance to clients in a way that is easy to comprehend.
Terry Zavitz
Zavits Insurance & Wealth
This has increased my productivity by saving me time on the analysis. Also, it’s user friendly for the client.
Tyler Burtch
Strata Group of Companies
Clients love especially the one page summary that shows them where they currently stand and the four options they are given to work towards their goals.
Aurora Tancock
Tancock Financial Services
The software handles all the heavy lifting and allows me to spend more time advising my clients.
Scott Plaskett
Ironshield Financial Planning
RazorPlan is a great addition to our client services. It allows us to gain perspective and get into action faster and more easily. Now we’re implementing sooner and our clients report a better understanding of their planning fundamentals.”
Curtis Scoville
Scoville Financial Planning, Black Creek, BC
The advantage of partnering
Find the discounted pricing offered by our partners, and leverage exclusive training and support
