RazorPlan, powered by Objectway, is a powerful financial planning software designed to streamline complex financial planning into an intuitive, client-focused experience. With a unique approach that combines comprehensive "Big Picture" analysis with straightforward single-needs planning, RazorPlan enables financial advisors to quickly assess client needs and provide personalized advice. Its user-friendly design minimizes time spent on planning, allowing advisors to focus on engaging clients through meaningful discussions and effective needs analysis.
Company Details
- Founded
- -
- Address
- 214 King St W, Suite 510,canada
- Phone
- 866 675 7055
- in****@****lan.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- razorplan.com
- Keywords
- Financial Planning Software, LinkedIn, Financial Planning, Finance, Financial Advising, Webinars, Technology Blog, Financial Analysis, Social Media.
- HQ
- Toronto, Ontario
Objectway Razorplan Questions
Objectway Razorplan's helpline number is 866 675 7055
Objectway Razorplan's website is razorplan.com
Objectway Razorplan's LinkedIn profile is https://ca.linkedin.com/company/razor-logic-systems
Objectway Razorplan's industry is
Financial Services
Objectway Razorplan's top competitors are
Vibeplan,
Conquest Planning,
Nest Wealth Asset Management,
Float,
Objectway,
Dynamic Needs Analysis,
Wealthsimple,
Moneygenius.ca,
Onevest,
Snap Projections.
Objectway Razorplan's support email address is info@razorplan.com
Objectway Razorplan's categories are Financial Services
Objectway Razorplan's founding year is 2006
