RazorPlan and Financial Horizons
Get started with RazorPlan today and help your customers focus on what’s important.
Establish the Engagement
Using the client facing RazorLeads tool built into RazorPlan your clients can enter initial data and determine their potential retirement income. This data is then automatically used to start the analysis and planning process.
Analyze the Situation
RazorPlan’s algorithms run intuitive calculations on your behalf. Allowing you to quickly analyze a client’s financial and risk management needs while helping them understand the importance of your recommendations.
Deliver the Results
Choose from multiple client reports that each take a different approach to delivering the client analysis. Depending on the type and scope of a client meeting, you can print the report that best corresponds to your client’s situation.
Special pricing for Aligned Capital Partners
10% Off Regular Price
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$20
any text - Retirement Option Analysis Quickly identify if clients have enough for retirement with automatically calculations of additional options.
- Client Friendly Reports
- Concepts & Calculators
- Client Facing Data Gathering
- Toll-Free & Email Support
- Scenario Planning
- Business Owner Planning Easily create plans that show business owner clients their goals by integrating personal and corporate owned assets.
- Advanced Corporate Estate Planning Provide powerful post-mortem planning for business owners that takes capital gains, double taxation and pipeline planning into consideration.
- Life Insurance Planning Integrate premiums, death benefits and cash values into detailed plans using the life insurance import utilities.
- Import Insurance Policies
- Capital Needs & Expenses All levels of RazorPlan determine the need for insurance but the advanced life insurance planning feature allows advisors to import insurance data from insurance company programs. Capital Needs with this feature, to offer a premium advice to your customers
- Sequence of Returns
- Excess Income Manager
- Decumulation Optimization Determine the optimal retirement withdrawal strategy to either maximize estate or maximize retirement income
- Solve CPP & OAS Ages
