RazorPlan
6.3#18 in financial advisor softwareFrom $745 a yearWeb
VisitRazorPlan vs Wealthbox
What both publish
| Fact | RazorPlan | Wealthbox |
|---|---|---|
| Founded | 2011 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Headquarters | Toronto, Ontario, Canada | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | The pricing page lists built-in SSO for Enterprise partners, allowing advisors to launch RazorPlan directly from their system without additional passwords. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| 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. | Wealthbox states that its infrastructure is SOC 2-certified and uses encryption in transit and at rest, continuous monitoring and role-based permissions. |
| Support | The company directs existing account support requests to [email protected]. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
RazorPlan plans
- 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
Wealthbox plans
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePriced on request
Pick RazorPlan if…
RazorPlan suits insurance advisors, investment advisors, and financial planners serving clients in Canada or the United States. It is also relevant to advisors needing retirement, decumulation, insurance, or embedded calculator tools.
Pick Wealthbox if…
Wealthbox suits users seeking pipeline and email-sync software with web, iOS, and Android access. It can fit teams choosing among tiers based on pipeline, storage, or workspace requirements.