RazorPlan Pricing Change

New Pricing Effective March 15th, 2021

At RazorPlan we pride ourselves on providing powerful financial planning software that is easy to use and we do so at a reasonable price. Since February 2018, the annual and monthly subscription costs for RazorPlan have remained unchanged. To ensure we can continue to improve the quality of our program to meet the needs of our customers, partners, and the marketplace, we are planning a pricing change starting March 2021.

The new price change will take effect on March 15th, 2021 and will be reflected in your next renewal payment on or after that date. If you have any questions about this upcoming change or the impact to your subscription fees, please contact RazorPlan Support.

Renew your annual subscription, or upgrade to an annual subscription, before March 15th to lock in the current pricing for 1 year.

Effective March 15th, 2021, RazorPlan subscription costs will change to the following:

Annual
Monthly
RazorPlan
RazorPlan
RazorPlan
$745 per year*$69 per month *$55 per month *
Create financial plans that answer a client's most pressing questions and delivers results that are easy to understand and actionable.
Create financial plans that answer a client's most pressing questions and delivers results that are easy to understand and actionable.
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  •    Retirement Options Analysis
       Retirement Options Analysis
       Retirement Options Analysis
  •    Client Friendly Reports
       Client Friendly Reports
       Multiple Reports
  •    Concepts & Calculators
       Concepts & Calculators
       Concepts & Calculators
  •    Client Facing Data Gathering
       Client Facing Data Gathering
       RazorLeads
  •    Toll-Free & Email Support
       Toll-Free & Email Support
       Toll-Free & Email Support
  •    * An $84 savings over Monthly
       * Monthly Billing
       * $659 Paid Annually
RazorPlan Advanced
RazorPlan Advanced
RazorPlan Plus
$1,070 per year*$99 per month *$80 per month *
Building on the key features of RazorPlan, the Advanced version adds life insurance, rate of return, and cash flow planning features.
Building on the key features of RazorPlan, the Advanced version adds life insurance, rate of return, and cash flow planning features.
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  •    All RazorPlan Features Plus...
       All RazorPlan Features Plus...
       All RazorPlan Features
  •    Life Insurance Planning
       Life Insurance Planning
       Life Insurance Planning
  •     Capital Needs and Expenses
        Capital Needs and Expenses
       Minimum Value Solve
  •    Sequence of Returns
      Sequence of Returns
       Variable Rates of Return
  •   Excess Income Manager
      Excess Income Manager
       Advanced Corporate Planning
  •    * A $120 savings over Monthly
       * Monthly Billing
       * $961 Paid Annually

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