RazorPlan Financial Planning Software

RazorPlan is the leading comprehensive financial planning software program in Canada for independent financial advisors. Now I am not saying that because I was one of the founders of RazorPlan in 2012 or that I am the lead designer of the business logic, or because I have an equity stake in Nest Wealth the owner of RazorPlan. I say it because it is true.

RazorPlan’s DNA is all about creating value for the client, by making the complex simple. If you are a financial advisor that advises on personal and/or corporate financial strategies and want to add more value to more clients in less time, you need to check out RazorPlan.

Click here for a 30-day free trial.

Nest Wealth Asset Management

Nest Wealth Asset Management is the company I first contacted in 2019 to discuss the benefits of adding financial planning to asset management. Six months later, Nest Wealth purchased RazorPlan, and I became a shareholder and the Head of Research, a position I hold today.

Nest Wealth Plus is their digital wealth solution that provides your clients access to low-cost customized ETF portfolios with a paperless digital onboarding process. With annual fees of 0.35% capped at $150/month, it means the more your clients invest the more they save, creating a wealthier future for your clients and you.

Advisors using Nest Wealth Plus can also get access to RazorPlan. If you are a financial advisor that wants to add more value to more clients in less time, you need to check out Nest Wealth Plus.

Click here to learn more and to book a call.

SideDrawer

SideDrawer is a web and mobile based platform offering professionals, businesses, and individual users a simple and secure document management solution. I have been using SideDrawer personally since learning about it in the fall for 2021. I use it to manage and store all my personal and corporate documents, share information when needed and should I ever become incapacitated, my wife and children will find everything they need to manage my finances in one easy to access place.

If you are a financial advisor looking for a value-added service to help your clients protect, share, and organize all the work you do for them, you need to check out SideDrawer.

Click here to learn more and to book a demo

Customplan Financial Advisors

Over my 40 plus year career as a financial advisor, I have been associated with several managing general agencies. Last year I made the decision to move my insurance book to Customplan Financial Advisors, an award-winning MGA, recognized by the industry for providing education, training, expertise and technology. Although I have known many of the leadership team at Customplan for many years, I was blown away by their commitment to the success of their advisors and the support they provide.

If you are a financial advisor looking for a firm that places planning and advice ahead of product and sales, you need to check out Customplan.

Click here for more information