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RazorPlan was developed in an active planning environment while working with real clients. This has helped us to create some of the most usable and real-life applicable software on the market. The process gave us the ability to add and remove aspects of the software during development, based on their viability in actual planning engagements. The
end result is a program designed around how planning is actually done and not how it is perceived to be done.
RazorPlan was created in 2011 by Dave Faulkner, CLU, CFP, and provided to financial advisors through Financial Plan Advantage Ltd. (FPAdvantage). Dave is a pioneer in the financial planning software industry and the original designer of one of the most well-known financial planning programs available in Canada. In 2012, FPAdvantage partnered with Mehmet Baltacioglu, PH.D. , an expert in the field of software engineering, to form Razor Logic Systems Inc. Mehmet has developed financial back-office systems (Winfund, WealthServ) and productivity software for Canadian mutual fund dealers since the mid-1990s.
The goal of this partnership, and the formation of Razor Logic Systems Inc., is to develop enterprise systems for the Canadian Financial planning market that are both effective and easy to use.
