Tutorials

Below you will find links to short tutorial videos on various topics. For additional video training please check out our pre-recorded webinars.

Navigation

Learn how to navigate the software, enter data and control user preferences. This video will give you the information needed to begin using RazorPlan efficiently.

Your Account

Learn how to manage your account, set user preferences for all new client files, add a custom logo to client reports and define a default disclaimer.

Planning Notes

Learn to enter and edit planning notes through data entry. Also included is the option to print all client data and planning notes as a PDF document.

Charts Screen

An overview of the Charts area of the RazorPlan software. Learn how to view and modify the various charts available.

Reports

Learn how to generate and print the various reports included in the RazorPlan software. For additional information on the 3 available reports, view the Sample Report case studies.

Scenarios

An overview of the scenarios area of the RazorPlan software. Learn how to merge files and create, forward and compare scenarios.

Sharing

Learn how to enable sharing on your account and how to Add/Remove sharing privileges for other RazorPlan users.

Recommendations

Learn how to enter and modify plan recommendations directly within your client file. Also included is the option to add plan recommendations to your printed client report.