Software Training
Our training materials are designed to help you become more familiar with the software and its calculations.
Introducing Razor Academy
Learn through interactive case studies and sample client files when it’s most convenient for you. Razor Academy allows you to advance your knowledge of the software to serve your clients better and ensure they reach their financial goals.
Razor Academy includes a library of client situations and concepts focused on advancing your abilities within the software. Each case focuses on an individual concept or feature within RazorPlan. Stay up-to-date with new features in the software and identify new ways to leverage RazorPlan calculations and controls by working through and completing each of the available case files.
HOW TO USE RAZOR ACADEMY
- Login to your RazorPlan account
- Select “Razor Academy” from the RazorPlan home screen
- See a list of all available Razor Academy case files and outlines.
This window also displays the date the file was downloaded, allowing you to distinguish between case files that you’ve completed versus ones you haven’t.
Viewing a Razor Academy Case Outline
Click “View Case” to load any of the available case outlines. When selected, the case outline will open in a new tab in your browser. Follow along with the loaded case outline, including the steps listed in the “How To Build with RazorPlan” section.
Downloading a RazorPlan Academy Case File
To download a Razor Academy case file for use in your RazorPlan account, simply highlight the case and click “Download”.
The file will download to your RazorPlan account and automatically load. Once downloaded, a copy of the RazorPlan Academy case file will be available in your list of client files. You can redownload a new copy at any time by downloading it again from the Razor Academy window on the RazorPlan home screen.
Webinars
Getting Started with RazorPlan
An introductory video about where to start in RazorPlan. This video will outline how to navigate and enter data into the program.
Working with Clients
Using a sample client file, we take a look at the data entry process of RazorPlan, the output generated, and the report created. After watching this video, you’ll have a better understanding of RazorPlan and how you can implement the software into your practice.
Additional Features
Looking to take your understanding of RazorPlan to the next level? This video covers many of the additional features of RazorPlan including the What-if Panel, Scenarios, Liquidating Real Estate, Corporate Assets and Razor Leads.
Additional Recorded Webinars
Pre-Retirement Cash Flow
Estate Maximization
Investment Strategies
Insured Retirement Plans
Tutorials
A series of videos designed to walkthrough various topics that will make you a power user of RazorPlan.
Navigation
Charts Screen
Ledger Screens
Data Drill-Downs
Scenarios
Your Account
Recommendations
Planning Notes
Printing Reports
Focused Planning
Sharing Client Files
Razor Leads
Applications
Software developed by:
