Establish the Engagement
Using the client facing RazorLeads tool built into RazorPlan your clients can enter initial data and determine their potential retirement income. 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.