Gathering Client Data
Data gathering is one of the most important steps in any financial analysis. The RazorPlan Fact Finder and Application Worksheets can help.
Entries by Cory Faulkner
4 Common Support Questions
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.
5 Data Entry Tips For Better Plans
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.
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