Welcome to the User Guide for RazorPlan financial planning software. RazorPlan is designed to simplify a complex process to help your clients focus on what’s important.
To your left you will see a useful menu, divided by subjects. To navigate the topics click on the arrows next to the menu items and select the topic you wish to view. You can also click below to view the previous or next articles.
Need more help with this?
Contact Razor Support