RazorPlan x CapIntel

On Thursday, July 9 we hosted a joint webinar with RazorPlan! We gave a demo of both tools and taught you ways you can build a successful practice using Razor Plan and CapIntel.

Watch the video above for full demo.


Razor Plan is a modern software program that uses algorithms to run intuitive calculations on your behalf. Quickly analyzes a client’s financial and risk management needs, RazorPlan then produces reports that help clients understand the importance of your recommendations.

Thousands of advisors are already using RazorPlan to answer their client’s pressing questions, including:

  • When can I retire?
  • How much can I spend in retirement?
  • Do I need to save more for retirement?
  • How much life insurance do I need?
  • How can I pay less taxes? Both now and in the future.


CapIntel is an investment sales platform for financial professionals to save time and sell more. CapIntel serves the entire value-chain, helping asset managers work with financial advisors, and financial advisors work with retail investors.

CapIntel’s clients include big five banks, asset managers, leading insurance firms and hundreds of independent advisors.

Join us for our next webinar happening August 6 with Erin Bury!

RSVP here – https://www.eventbrite.com/e/115414555041/