What is RazorPlan?
RazorPlan is a financial planning software program that takes minimal time to complete and is centered on engaging clients through meaningful discussions and needs analysis. In addition to the core analysis, RazorPlan also includes a library of concept and calculator Applications.
How does it work?
RazorPlan requires only KEY information from a client and, using its innovative algorithms, will run intuitive calculations on your behalf. This method allows you to quickly analyze your client’s financial and risk management needs while helping them understand the importance of your recommendations.
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Contact Razor Support