RazorPlan

C tier on Financial Advisor SoftwareScore 5.3 · #31 of 31

Android app: Not listed
Free plan: Trial only
Paid plans from: $62.08/mo
Runs on: Web

razorplan.com

Summary

RazorPlan is ranked #31 of 31 in financial advisor software on Everything Xiaomi. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $62.08/mo.

RazorPlan plans and pricing

All plans

RazorPlan $69/mo $69/ month; annual subscription $745 Retirement option analysis · client friendly reports · concepts and calculators · client facing data gathering · toll-free and email support razorplan.com · 10 Oct 2026

RazorPlan Advanced $99/mo $99/ month; annual subscription $1,070 Includes business owner planning · advanced corporate estate planning · life insurance planning · insurance policy import razorplan.com · 10 Oct 2026

RazorPlan Decumulation $149/mo $149/ month; annual subscription $1,610 Includes decumulation optimization · solve CPP and OAS ages · advanced insurance planning features razorplan.com · 10 Oct 2026

RazorPlan $745/yr $745 per year; save $83/year Retirement option analysis · client friendly reports · concepts and calculators · client facing data gathering · toll-free and email support razorplan.com · 10 Oct 2026

RazorPlan Advanced $1,070/yr $1,070 per year; save $118/year Includes business owner planning · advanced corporate estate planning · life insurance planning · insurance policy import razorplan.com · 10 Oct 2026

RazorPlan Decumulation $1,610/yr $1,610 per year; save $178/year Includes decumulation optimization · solve CPP and OAS ages · advanced insurance planning features razorplan.com · 10 Oct 2026

Compared on financial advisor software

Free plan: Norazorplan.com
Financial planning: Yesrazorplan.com

Facts

Purpose: RazorPlan helps financial advisors create financial plans, projections, and scenario comparisons for clients.razorplan.com · 10 Oct 2026
Retirement analysis: Its retirement options analysis answers questions about attainable spending, retirement age, required return, and savings needs without rebuilding plans.razorplan.com · 10 Oct 2026
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.razorplan.com · 10 Oct 2026
Insurance planning: The product supports insurance coverage reviews, policy uploads, and modeling advanced insurance strategies.razorplan.com · 10 Oct 2026
Lead generation: RazorPlan includes a Leads feature that lets prospects explore a lightweight retirement projection.razorplan.com · 10 Oct 2026
Website calculators: The FAQ says users can embed branded financial calculators on their personal websites using an HTML snippet or unique link.razorplan.com · 10 Oct 2026
Integrations: The pricing page lists built-in SSO for Enterprise partners, allowing advisors to launch RazorPlan directly from their system without additional passwords.razorplan.com · 10 Oct 2026
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.razorplan.com · 10 Oct 2026
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.razorplan.com · 10 Oct 2026
Support: The company directs existing account support requests to [email protected].razorplan.com · 10 Oct 2026
Intended users: The home page describes RazorPlan as serving insurance advisors, investment advisors, and financial planners.razorplan.com · 10 Oct 2026
Availability: The terms say Razor Services are made available to end users resident in Canada and the United States.razorplan.com · 10 Oct 2026
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.razorplan.com · 10 Oct 2026