RazorPlan pricing
7 plans read from razorplan.com
RazorPlan$69 a month $69/ month; annual subscription $745Retirement 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 $1,070Includes 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 $1,610Includes 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/yearRetirement 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/yearIncludes 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/yearIncludes decumulation optimization · solve CPP and OAS ages · advanced insurance planning features Read 10 Oct 2026 · razorplan.com
RazorPlan EnterprisePriced 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
In short
- RazorPlan has a free plan (RazorPlan Enterprise).
- A free trial is offered.
- Paid plans published: 6, from $745 a year.
- 1 plan is priced on request (RazorPlan Enterprise).
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| AdvisorEngine CRM | $5.75/mo | No | No |
| MoneyGuide | $10.42/mo | No | Yes |
| Conquest | — | Yes | Yes |
| Dynamic Planner | £0.67/mo | No | No |
| Redtail CRM | $3.25/mo | No | Yes |
| Wealthbox | $59/mo | No | Yes |
| Advisor360° CRM | — | No | No |
| eMoney Advisor | — | No | Yes |