HUB Financial and RazorPlan

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Establish the Engagement

Using the client facing RediNest 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 3 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 clients’ situation.

Special pricing for HUB Financial

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Monthly
Annual
Monthly
Annual
Monthly
$49 / month *$559 / year *$55.00 / month
  • RazorPlan Analysis
    RazorPlan Analysis
    RazorPlan Analysis
  • Multiple Reports
    Multiple Reports
    Multiple Reports
  • Concepts & Calculators
    Concepts & Calculators
    Concepts & Calculators
  • RediNest Profile
    RediNest Profile
    Subscription to RazorPlan
  • Toll-Free & Email Support
    Toll-Free & Email Support
    Toll-Free & Email Support
  • * Regular price $55 / month
    * Regular price $595 / year
    RazorPlan Analysis

Software Developed by:

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