The Future of Your Firm Today.
Trusted by thousands of advisors and organizations throughout Canada, RazorPlan empowers firms to answer their clients’ most pressing questions while delivering results that are easy to understand and actionable.
Custom Implementations
Our team will work with your organization to scope out any customization needs. Enterprise partners can control user access to features, modify the report logo and images, and add custom disclaimer and signature documents.
Control and Integration
Enterprise partners control user access through an administrative portal, including user creation and usage statistics. With built-in Single Sign On (SSO), your advisors can easily launch RazorPlan directly from your system, no additional passwords are necessary.
Build a Partnership
As a RazorPlan Enterprise partner, your organization will unlock competitive discounts based on your organizational size and user commitment. Our team will work with your organization to determine your needs, implement the solution, and onboard your team through online training.
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