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Wealth & Private Banking › Financial Planning & Advice › Goal-based Planning

RazorPlan

Financial planning software for Canadian advisors that builds retirement, insurance and cash flow plans clients can follow.

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Overview

RazorPlan is financial planning software built for Canadian financial advisors, financial planners and insurance advisors. Advisors enter a client's situation to build complete plans and scenarios, compare strategies side by side, and answer retirement questions about timing, spending and savings, with tax calculations based on current Canadian legislation.

The software includes a decumulation optimizer for retirement withdrawal strategies, insurance needs analysis for life, disability and critical illness cover, lightweight projections for prospects, and client-facing charts and reports. It is sold by subscription in standard, advanced and decumulation editions, with a free trial.

Key Features

  • + Retirement and cash flow planning
  • + Decumulation optimization
  • + Insurance needs analysis
  • + Scenario comparison
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