Meridian Planning vs RazorPlan
Meridian Planning
meridianplanning.appRazorPlan
razorplan.comSide by side
| Figure | Meridian Planning | RazorPlan |
|---|---|---|
| Price from | $49/mo | $62.08/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | — | Yes |
| Plans published | 4 | 7 |
| Spec score · Financial Advisor Software | 7.8 (#12) | 7.6 (#17) |
| Intended users | The product is built for financial advisors who also do tax. | The home page describes RazorPlan as serving insurance advisors, investment advisors, and financial planners. |
| Support | The Small Practice plan includes priority support. | The company directs existing account support requests to [email protected]. |
Plans
Meridian Planning
- Founding Member rate$49 a month
- Solo Advisor$79 a month
- Small Practice$149 a month
- Enterprise$299 a month
RazorPlan
- RazorPlan$69 a month
- RazorPlan Advanced$99 a month
- RazorPlan Decumulation$149 a month
- RazorPlan$745 a year
- RazorPlan Advanced$1,070 a year
- RazorPlan Decumulation$1,610 a year
- RazorPlan EnterprisePriced on request
In their own words
Meridian Planning
Meridian Planning has no write-up on Specifiction yet; its figures are above.