2025: RazorPlan rebranding

Introducing RazonPlan’s New Look: a refreshed brand and visual identity

RazorPlan Evolves

Since 2011, RazorPlan has supported financial advisors in delivering clear, effective advice to their clients. Over time, the product has grown but our commitment to improving how advisors plan and present financial strategies has remained the same.

As part of this update, you’ll notice a new logo, colour palette, and design system that extend across our public website and the RazorPlan application. These changes bring a more consistent, modern appearance to the platform while maintaining the familiar structure advisors rely on every day.

The New RazorPlan Logo

The new design reinforces the ideas of clarity and trust, which are the foundations of effective client relationships and financial planning. At its centre is a spark that symbolizes insight and connection, reflecting the moment advisors see understanding and confidence in their clients’ eyes. It represents the value of clear planning and meaningful advice brought to life.

This rebrand marks the beginning of a new chapter. The updated design reflects a simpler, more modern direction that will guide future improvements to both the product and the overall user experience. You’ll begin to see this new look across the website and within the application in the days ahead.

New Look, Consistent Purpose

While the visuals are changing, the purpose remains the same: to provide financial planners with a practical, reliable, and easy-to-use platform that helps them deliver meaningful results for their clients.

Thank you for continuing to work with RazorPlan and for being part of its evolution.