Razorplan simplifies financial planning, letting clients focus on what matters. Its unique design blends big-picture analysis with tailored, easy-to-understand advice.
Client centric
Financial planning is complicated and getting client buy in is important. Advisors using RazorPlan are confident their clients will follow their recommendations because they provide easy to understand actionable financial plans.
Multiple scenarios
Build multiple situations and compare the changes in the client’s savings, net worth, taxes payable and estate worth. RazorPlan’s scenario feature allows advisors to easily demonstrate the value of their advice and recommendations.
Simplification over complication
RazorPlan innovative algorithms start from key client information to run intuitive calculations and allow Canadian financial planners to quickly analyze a client’s financial and risk management needs, while helping them understand the importance of advice.
Well-tested features with real-word performance
- Retirement Planning: with sophisticated solve engine
- Insurance needs analysis: life, disability, and critical illness
- Professional reporting and visualizations
- Decumulation optimizer: determines optimal retirement income
- Proper tax calculations: using current legislation
Simplication over complication
Advisors using RazorPlan are confident their clients will follow their recommandations because they provide easy to understand actionable financial plans.
Real results, real ROI
Firms and professionals who have partnered with Razorplan have seen significant improvements in their onboarding processes, decreas in overhead costs and business growth
Spend less time entering decumulation strategies
Spend more time engaging clients in meaningful discussions.
Optimize your clients wealth over their lifetime.
Execute complex calculation on the flight.
Get the decumulation kit
Improve client satisfaction
Give clients what they really want and need, with clear options in a more digestible way.
Demonstrate the value you bring to clients with easy-to-read charts and reports.
Discover reports
Plans that fit your growth
Pay per month or save with annual plans.
RazorPlan has helped me show retirement and estate planning strategies as well as the need for long term care, term and/or permanent insurance to clients in a way that is easy to comprehend.
Terry Zavitz
Zavits Insurance & Wealth
The advantage of partnering
Find the discounted pricing offered by our partners, and leverage exclusive training and support
