Features
Less Time Building Plans. More Time Building Trust.
RazorPlan reduces the manual effort behind financial planning so you can focus on what matters most: your clients. From first conversation to final recommendation, every feature is built to streamline your workflow, simplify complex decisions, and deliver advice that’s both powerful and personal.
Fast, Flexible Plan Creation
Build complete financial plans, projections, and scenario comparisons in minutes. Whether you’re exploring options during a client review or delivering a holistic set of projections to a new client, RazorPlan gives you the ability to move seamlessly from discovery to advice.
Go to decumulation kit page
Decumulation Strategy Optimization →
Maximize retirement income with outcome-focused strategy. RazorPlan optimizes withdrawal order and amounts from accounts and benefits like CPP/QPP and OAS. Tailor plans to reduce taxes, boost cash flow, or preserve estate value, and align with your clients’ priorities.
Retirement Options Analysis
RazorPlan quickly answers key retirement questions, like attainable spending, retirement age, required rate of return, or savings needs, without rebuilding plans. It delivers outcome-driven insights instantly, avoiding manual input changes or scenario duplication, keeping financial planning conversation efficient and focused.
Go to sample reports page
Client Friendly Visuals →
RazorPlan simplifies planning conversations with engaging visuals. It transforms complex financial data into clear, intuitive charts, with no jargon or clutter. Ready-made, professional reports that save time and build trust, helping clients understand your advice and see its true value.
Scenario Analysis and Comparison
Compare strategies side by side without starting from scratch. Generate reports using a targeted financial planning framework. Clearly show the impact of your advice, both visually and numerically, so clients understand and take informed action with confidence.
Lead Generation Support
Fill your sales pipeline and spark early engagement with RazorPlan’s built-in Leads feature. Invite prospects explore a lightweight retirement projection to demonstrate the value of advice earlier, making it easier to generate interest, build trust, and convert leads into clients.
Powerful Insurance Planning Tools
RazorPlan offers flexible tools for reviewing insurance coverage and model advanced insurance strategies. Upload policies, simulate leverage or IRPs, and generate tailored solutions with minimal data entry, empowering you to present high-impact recommendations confidently and professionally.
Used by Insurance Advisors, Investment Advisors & Financial Planners to give clients clarity on:
Overcome decumulation challenges
Provide an unbiased recommendation on how to reduce the risk of outliving money while achieving after-tax lifestyle & estate goals.
- Spend less time manually entering decumulation strategies and more time engaging clients in meaningful discussions.
- Improve client satisfaction with better options provided in a digestible way.
- Clearly demonstrate the value you provide to clients with easy-to-read charts & reports
