As and advisor works through a client’s analysis, areas of concern may be highlighted and discussed. The recommendations area allows the advisor to address these issues through the use of canned or custom written recommendations. Additionally with these recommendations an advisor can set a time period as well as indicate who is responsible for managing the recommendation.
Open the Recommendations window by clicking the 
button on the RazorPlan Toolbar. Recommendations can be Added, Modified, Deleted or Printed from the Recommendations window.
There are 6 different recommendations categories; Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning and Estate Planning.
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