Multiple Versions Available
Annual
Monthly
RazorPlan
RazorPlan
RazorPlan
$62 per month *$69 per month *$55 per month *
Create financial plans that answer a client's most pressing questions and delivers results that are easy to understand and actionable.
Create financial plans that answer a client's most pressing questions and delivers results that are easy to understand and actionable.
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- Retirement Options AnalysisRetirement Options AnalysisRetirement Options Analysis
- Client Friendly ReportsClient Friendly ReportsMultiple Reports
- Concepts & CalculatorsConcepts & CalculatorsConcepts & Calculators
- Client Facing Data GatheringClient Facing Data GatheringRazorLeads
- Toll-Free & Email SupportToll-Free & Email SupportToll-Free & Email Support
- * $745 Paid Annually* Monthly Billing* $659 Paid Annually
RazorPlan Advanced
RazorPlan Advanced
RazorPlan Plus
$89 per month *$99 per month *$80 per month *
Building on the key features of RazorPlan, the Advanced version adds life insurance, rate of return, and cash flow planning features.
Building on the key features of RazorPlan, the Advanced version adds life insurance, rate of return, and cash flow planning features.
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- All RazorPlan Features Plus...All RazorPlan Features Plus...All RazorPlan Features
- Life Insurance PlanningLife Insurance PlanningLife Insurance Planning
- Capital Needs and ExpensesCapital Needs and ExpensesMinimum Value Solve
- Sequence of ReturnsSequence of ReturnsVariable Rates of Return
- Excess Income ManagerExcess Income ManagerAdvanced Corporate Planning
- * $1,070 Paid Annually* Monthly Billing* $961 Paid Annually
Why so many advisors choose RazorPlan
“The software handles all the heavy lifting and allows me to spend more time advising my clients.”
Scott PlaskettIronshield Financial Planning
“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 TancockAurora Tancock Financial Services
“This has increased my productivity by saving me time on the analysis. Also, it’s user friendly for the client.”
Tyler BurtchFreedom 55 Financial, Barrie, ON
“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 ZavitzZavitz Insurance & Wealth
PARTNERS & AFFINITIES
Software developed by:
