Top 4 Things to Look For When Evaluating Financial Planning Software
October 7, 2021/by Vicki FormosaRazor 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 HoweAdvisor Survival Guide
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.
March 19, 2020/by Mike HoweCash Flow Planning – Beyond Budgeting
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
March 2, 2020/by Mike HoweRazorPlan Plus – An Overview
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.
June 12, 2019/by Mike HoweRazorPlan CEO on Joining Nest Wealth
Our common vision is to continue to support both technologies as independent platforms as they currently are, in addition to an integrated solution.
May 16, 2019/by Mike Howe