RazorPlan
Curated by SignalWealth management software optimizing retirement and estate planning strategies.
Overview
RazorPlan is a wealth management software suite aimed at improving the operations of financial advisors and wealth managers. The platform incorporates various fintech tools, including customer relationship management (CRM) capabilities, portfolio management, and performance reporting, to offer a comprehensive solution for retirement and estate planning. It is designed for wealth professionals and includes features such as decumulation optimization, retirement withdrawal strategies, and life insurance planning. The software utilizes artificial intelligence (AI) and machine learning to provide predictive analytics and real-time data aggregation, which can assist in delivering personalized client advice. RazorPlan's stated mission is to offer unbiased recommendations to aid clients during the decumulation phase, with the goal of minimizing the risk of depleting their financial resources.
Key facts
- Founded
- 2011
- Headquarters
- Toronto, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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Open roles
19 rolesSviluppatore Software Java
Rome, Latium, Italy · On-site · Full-time
Consultant (m/w/d) Kunde/Konto und Geld- und Devisenhandel - Consultant (m/f/d) client/accounting, money market and FX
Ebersberg, Bavaria, Germany · On-site · Full-time
Team Lead Java (m/w/d)
Ebersberg, Bavaria, Germany · On-site · Full-time
