Pricing

Plans that fit your growth

Our plans are flexible, so you can invest when your business grows. Even if you start basic, you can extend the features set later, when you are ready to scale, keeping your data and client list.

Instant sign-up

Are you wondering how to get started with RazorPlan?

Sign up for a free 30-day trial, no payment required.
Experience the full platform, no limitations. Build plans, test scenarios, and discover how RazorPlan simplifies planning.
Upgrade when you’re ready. Continue with a paid subscription anytime, or let the trial expire with no commitment.

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← Choose your Plan →
$20
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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
Get Your Plan

- RazorPlan
- RazorPlan
- $69/ month
  $828 per year
- $745
  save $83/year
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- RazorPlan
  Advanced
- RazorPlan
  Advanced
- $99/ month
  $1,188 per year
- $1,070
  save $118/year
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- RazorPlan
  Decumulation
- RazorPlan
  Decumulation
- $149/ month
  $1,788 per year
- $1,610
  save $178/year

Try now

RazorPlan Enterprise

The RazorPlan Enterprise tier offers exclusive features (included SSO, custom branding, advanced reporting, etc.) to help your organization automate core business processes, gain insights, enhance customer experiences, and ensure long-term growth and security.

Ask for Enterprise Plan details and pricing at support@razorplan.com.

Ask for Enterprise Plan details

What do I get as an Enterprise Partner?

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.

Team Member Discounts

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.