RazorPlan

Plans and prices

Every plan, in full

On the record

Availability

The terms say Razor Services are made available to end users resident in Canada and the United States.razorplan.com · read 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 · read 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 · read 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 · read 10 Oct 2026

Insurance planning

The product supports insurance coverage reviews, policy uploads, and modeling advanced insurance strategies.razorplan.com · read 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 · read 10 Oct 2026

Intended users

The home page describes RazorPlan as serving insurance advisors, investment advisors, and financial planners.razorplan.com · read 10 Oct 2026

Lead generation

RazorPlan includes a Leads feature that lets prospects explore a lightweight retirement projection.razorplan.com · read 10 Oct 2026

Purpose

RazorPlan helps financial advisors create financial plans, projections, and scenario comparisons for clients.razorplan.com · read 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 · read 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 · read 10 Oct 2026

Support

The company directs existing account support requests to [email protected].razorplan.com · read 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 · read 10 Oct 2026

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