Establish the Engagement
RazorPlan requires only key information from a client simplifying the engagement process and making you more efficient. 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.
Two Versions Available
RazorPlan
RazorPlan
RazorPlan
$55 per month *$55 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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RazorPlan Advanced
RazorPlan Plus
RazorPlan Plus
$80 per month *$80 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 Plus version makes it easy to deliver powerful estate planning with life insurance.
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