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.
Ledgers
An overview of the Ledger area of the RazorPlan software. Learn how to access, navigate and download the 6 client ledgers.
Applications
Learn about the many Applications available and how you can use them to further analyze specific client needs.
RazorLeads
An overview of the RazorLeads client facing retirement income calculator and how you can set up and begin using RazorLeads to help generate leads.
Drill-Downs
Learn about utilizing Drill-Downs within RazorPlan to add flexibility within specific data points.
Focused Planning
Learn how to generate a Focused Planning report in the software.
Need more help with this?
Contact Razor Support