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Pricing · 2026

RazorPlan pricing

7 plans on the record · a free trial

Every plan

RazorPlan

$69 a month, billed yearly

$69/ month; annual subscription $745

Retirement option analysis · client friendly reports · concepts and calculators · client facing data gathering · toll-free and email support

RazorPlan

$745 a year

$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 Advanced

$99 a month, billed yearly

$99/ month; annual subscription $1,070

Includes business owner planning · advanced corporate estate planning · life insurance planning · insurance policy import

RazorPlan Advanced

$1,070 a year

$1,070 per year; save $118/year

Includes business owner planning · advanced corporate estate planning · life insurance planning · insurance policy import

RazorPlan Decumulation

$149 a month, billed yearly

$149/ month; annual subscription $1,610

Includes decumulation optimization · solve CPP and OAS ages · advanced insurance planning features

RazorPlan Decumulation

$1,610 a year

$1,610 per year; save $178/year

Includes decumulation optimization · solve CPP and OAS ages · advanced insurance planning features

RazorPlan Enterprise

Priced on request

Ask for Enterprise Plan details and pricing at [email protected].

SSO · custom branding · advanced reporting · custom implementations · organization-level access control