AdvisorEngine CRM From $5.75/mo 8.9 Visit RazorPlan
razorplan.com
Spec sheet
- Purpose
- RazorPlan helps financial advisors create financial plans, projections, and scenario comparisons for clients.Read 10 Oct 2026 · razorplan.com
- Intended users
- The home page describes RazorPlan as serving insurance advisors, investment advisors, and financial planners.Read 10 Oct 2026 · razorplan.com
- Integrations
- The pricing page lists built-in SSO for Enterprise partners, allowing advisors to launch RazorPlan directly from their system without additional passwords.Read 10 Oct 2026 · razorplan.com
- Security
- The privacy policy says RazorPlan uses administrative, technical, and physical safeguards, encrypts information transmission using SSL, and restricts access to authorized personnel and service providers.Read 10 Oct 2026 · razorplan.com
- Support
- The company directs existing account support requests to [email protected].Read 10 Oct 2026 · razorplan.com
- Headquarters
- Toronto, Ontario, CanadaRead 28 Sep 2026 · razorplan.com
- Founded
- 2011Read 28 Sep 2026 · razorplan.com
- Availability
- The terms say Razor Services are made available to end users resident in Canada and the United States.Read 10 Oct 2026 · razorplan.com
- Client file storage
- The FAQ states that client data is stored on cloud servers in Canada and that raw client files cannot be exported outside RazorPlan; reports can be printed or saved as PDFs.Read 10 Oct 2026 · razorplan.com
- Company history
- The company says Dave Faulkner created RazorPlan in 2011 through Financial Plan Advantage Ltd.; Objectway acquired Nest Wealth in 2024 and the RazorPlan brand was refreshed in 2025.Read 10 Oct 2026 · razorplan.com
- Decumulation
- The optimizer evaluates withdrawal order and amounts from accounts and benefits such as CPP/QPP and OAS to support retirement income, tax, or estate goals.Read 10 Oct 2026 · razorplan.com
- Insurance planning
- The product supports insurance coverage reviews, policy uploads, and modeling advanced insurance strategies.Read 10 Oct 2026 · razorplan.com
- Lead generation
- RazorPlan includes a Leads feature that lets prospects explore a lightweight retirement projection.Read 10 Oct 2026 · razorplan.com
- Retirement analysis
- Its retirement options analysis answers questions about attainable spending, retirement age, required return, and savings needs without rebuilding plans.Read 10 Oct 2026 · razorplan.com
- Website calculators
- The FAQ says users can embed branded financial calculators on their personal websites using an HTML snippet or unique link.Read 10 Oct 2026 · razorplan.com
Plans and prices
RazorPlan $69 a month $69/ month; annual subscription $745 Retirement option analysis · client friendly reports · concepts and calculators · client facing data gathering · toll-free and email support Read 10 Oct 2026 · razorplan.com
RazorPlan Advanced $99 a month $99/ month; annual subscription $1,070 Includes business owner planning · advanced corporate estate planning · life insurance planning · insurance policy import Read 10 Oct 2026 · razorplan.com
RazorPlan Decumulation $149 a month $149/ month; annual subscription $1,610 Includes decumulation optimization · solve CPP and OAS ages · advanced insurance planning features Read 10 Oct 2026 · razorplan.com
RazorPlan $745 a year $745 per year; save $83/year Retirement option analysis · client friendly reports · concepts and calculators · client facing data gathering · toll-free and email support Read 10 Oct 2026 · razorplan.com
RazorPlan Advanced $1,070 a year $1,070 per year; save $118/year Includes business owner planning · advanced corporate estate planning · life insurance planning · insurance policy import Read 10 Oct 2026 · razorplan.com
RazorPlan Decumulation $1,610 a year $1,610 per year; save $178/year Includes decumulation optimization · solve CPP and OAS ages · advanced insurance planning features Read 10 Oct 2026 · razorplan.com
RazorPlan Enterprise Priced on request Ask for Enterprise Plan details and pricing at [email protected]. SSO · custom branding · advanced reporting · custom implementations · organization-level access control Read 10 Oct 2026 · razorplan.com
Where Specifiction places it
- Financial Advisor Software#17 of 317.6
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