There are 6 Applications available for use within RazorPlan; Budget Planner, Education Savings, Estate Planning, Financial Goals, Net Worth and Registered Plans.

Each Application can be added or removed as needed when working with a client file.

Need more help with this?
Don’t hesitate to contact us here.

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.