Side by side
Advyzon vs RazorPlan
Both stand on financial advisor software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid AndroidiPhoneWeb
Advyzon is a fit for advisory firms seeking portfolio, client relationship, document, and reporting tools in one platform. Firms that need full financial planning now should look elsewhere, since that capability is described as coming soon.
Visit Advyzon Free trial Web
RazorPlan combines client planning with retirement, decumulation, and insurance analysis for advisors. Consider its paid plans and limits on exporting raw client files before choosing it.
Visit RazorPlanThe facts
| Advyzon | RazorPlan | |
|---|---|---|
| Free plan | Not published | A free trial |
| Open source | Not published | Not published |
| Runs on | Android, iPhone, Web | Web |
| Lowest paid plan | Not published | RazorPlan: $745 a year |
| Plans published | None | 7 |
| Maker | Advyzon | Not published |
| Website | advyzon.com | razorplan.com |
| On financial advisor software | #16 of 31 | #20 of 31 |
Advyzon: what it does well
- Combines portfolio management, CRM, billing, and client access tools.
- Offers nine rebalancing and trading modes.
- Supports tax-loss harvesting and multi-custodial trading.
- Document retention can be set for 3 years, 6 years, or Lifetime.
- Client reports can include projected cash flow.
What to know first
- Pricing is available on request.
- Full financial planning is described as coming soon.
RazorPlan: what it does well
- Models retirement spending, age, returns, and savings needs
- Optimizer evaluates withdrawal order and amounts
- Supports insurance reviews and advanced strategy modeling
- Branded calculators can be embedded on advisor websites
What to know first
- No free plan
- Available on web only
- Raw client files cannot be exported
Alternatives to Advyzon Alternatives to RazorPlan The whole list