Below you will find links to short tutorial videos on various topics. For additional video training please register for our live training 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.
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.
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