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Get More Out of RazorPlan – 4 Tips

In our recent survey, we noticed a few comments that identified areas of RazorPlan some subscribers are not getting the most out of. We identified 4 lesser known features and tips that we think will help all users of RazorPlan.
May 23, 2025/by Mike Howe

Introduction to RazorPlan with Decumulation

Preparing a decumulation plan on how assets are going to be used in retirement is an added value that financial advisors should be offering clients.
March 24, 2023/by Mike Howe

RazorPlan with Decumulation

The decumulation feature is a new optimization tool for the decumulation phase of a client’s life. Learn how to use this feature and integrate it into your practice.
March 23, 2023/by Mike Howe

See RazorPlan’s Top 10 Features In Action

It’s RazorPlan’s 10th Anniversary! Thank you so much to all…
May 26, 2022/by Courtney Tredwell

Top 4 Things to Look For When Evaluating Financial Planning Software

October 7, 2021/by Mike Howe

Razor Leads: Client Acquisition Tool

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.
April 30, 2020/by Mike Howe
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