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 HoweIntroduction 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 HoweRazorPlan 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 HoweSee RazorPlan’s Top 10 Features In Action
It’s RazorPlan’s 10th Anniversary! Thank you so much to all…
May 26, 2022/by Courtney TredwellTop 4 Things to Look For When Evaluating Financial Planning Software
October 7, 2021/by Mike HoweRazor 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