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RazorPlan pricing

#19 of 31 in Financial Advisor Software

RazorPlan publishes 4 plans on razorplan.com — prices checked 20 Sep 2026.

7.3/10Editor score
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RazorPlan pricing at a glance

Plans 30-day trial No free plan — trial or paid only. Prices checked 20 Sep 2026.
See plans on razorplan.com

RazorPlan plans & pricing

PlanPriceKey limits
RazorPlanNot checked yet
  • Retirement option analysis
  • Client-friendly reports
  • Concepts and calculators
  • Client-facing data gathering
  • Scenario planning
RazorPlan AdvancedNot checked yet
  • Business owner planning
  • Corporate estate planning
  • Life insurance planning
  • Insurance policy imports
  • Capital needs and expenses
RazorPlan DecumulationNot checked yet
  • Decumulation optimization
  • Retirement withdrawal strategy analysis
  • Retirement planning reports
  • Scenario planning
RazorPlan EnterpriseNot checked yet
  • Single sign-on
  • Administrative portal
  • Custom branding
  • Advanced reporting
  • Custom implementations

Prices as published by the vendor on razorplan.com, checked 20 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Free trial
    30 days · no card needed
  • Built for
    Solo, Small business, Mid-market, Enterprise
  • Free plan
    No
  • Financial planning
    Yes

Our full RazorPlan verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Oct 2026

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