Razor Leads is a feature of the RazorPlan program that can be used to touch base with existing clients and introduce the planning process to prospective clients.
About Mike Howe
I am a Certified Financial Planner who has been in the financial planning software industry for 20+ years. Currently, I am the marketing manager for RazorPlan.
Entries by Mike Howe
When markets become volatile, advisors need to be proactive in their client communications. Taking control of the narrative clients are hearing is important because there are numerous sources of information that are bombarding your clients at this time.
Razorplan has always tracked the client’s retirement cash flow, now you can also track their pre-retirement lifestyle and plan their cash flow. For clients that are still in the accumulation phase of their life and are planning for their retirement, putting together a pre-retirement cash flow plan goes beyond budgeting
With the release of RazorPlan Plus some powerful new features were added. This video demonstrates these new features and gives you an idea of the power of RazorPlan Plus.
Our common vision is to continue to support both technologies as independent platforms as they currently are, in addition to an integrated solution.
By design all RazorPlan reports are very graphical, In the latest version of the program key graphics in the report can now be edited to better suit your needs. In addition to the report logo, which was already customizable, the ability to change two graphic areas of RazorPlan reports has been added.
Each year as part of your subscription to RazorPlan, the program is updated for any changes in the tax calculations. In February 2019 we updated RazorPlan for the following changes to the program’s tax calculations
The Federal government tabled the 2018 Budget on February 27th and we have reviewed it to determine what the impact will be for users of RazorPlan software.
In the financial planning community, the first 60 days of a year means RRSPs take centre stage. During this time advisors are often too busy to build a detailed financial plan for their clients but still need to give good advice in a timely manner.
RazorPlan’s RRSP vs. Mortgage calculator lets advisors compare investing a lump-sum in an RRSP today versus paying down a mortgage and investing future mortgage savings into an RRSP.