Navigation

All software navigation is done through the use of the RazorPlan toolbar. The toolbar is only visible from within an Open Client File and will allow you enter data, calculate values and print reports.

Home Page: This will return you to the RazorPlan Home Page. From here you can start a New Client, Open an existing client or launch the Fact Finder. You can also select many of the support resources from Resource Centre.

Save: You are able to save a file at any time by clicking the button. The software will also automatically save a client file after each calculation or when navigating to a new location.

Share: Files can be shared with other users when needed or sharing privileges can be removed. View File Sharing for more information.

Reports: This will allow you to generate and print the Client Report using the currently open client file. These report will be created as a PDF document and can then be saved and printed, or emailed to a client. Reports can be printed at any time while working within a client file.

Data Entry: The Data Entry screen is a client friendly data entry process composed of 6 Steps, covering 30 sections. Each section focuses on an individual aspect of client data and includes a quick description of the required data.

Chart: The Chart Screen contains 5 charts outlining the calculated results of the client data; Cash Flow, Financial Assets, Income Tax, Risk Management and Retirement Options. Also included is a Data Panel containing key client information. This allows you to alter or optimize client data to see how the changes will affect all aspects of the analysis.

Ledger: The Ledger Screen is a collection of data from every year of the analysis. This section is not designed to be client friendly as it contains a large amount of data. Use the Ledger Screen when looking for more detailed information or to verify where a value originates.

Recommendations: Recommendations allows you to specify individual recommendations to apply to the client file. There are 6 different recommendations categories; Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning and Estate Planning.

Applications: Applications are a group of Calculators and Concepts designed to answer client questions and demonstrate planning ideas. The Applications screen allows you to select to open an existing Application or load any available Application.