Calgary IFB Presentation - Dec 05, 2011 - Dave Faulkner's presentation titled "Developments in Financial Planning Technology - Providing Efficiency and Simplicity" is now available, click to watch.  You can download a PDF copy of the presentation here.

  ** New Version Available - Nov 25, 2011 - It is strongly recommended that all users of The Razor update to this latest version as this release will correct a potential error that could underestimate income taxes.  This error involves the logic around corporate owned investment withdrawals for an individual that has little to no other income producing assets.  Click here to download this latest version.

  Calgary IFB Presentation - Nov 21, 2011 - Thank you to all of you who attended Dave Faulkner's presentation titled "Developments in Financial Planning Technology - Providing Efficiency and Simplicity".  You can download a PDF copy of the presentation here.  A video recording of the presentation will be available later this week.

  Toronto IFB Presentation - Nov 15, 2011 - Thank you to all of you who attended Dave Faulkner's presentation titled "Developments in Financial Planning Technology - Providing Efficiency and Simplicity".  A PDF copy of the PowerPoint is now available, click here to download.

  IFB Conference - Oct 31, 2011 - From October 31st - November 2nd, FPAdvantage will away from the office attending the IFB conference in Toronto.  We will be checking voice mail and email regularly should you require any assistance. Thank you.

  New Version Available - Oct 25, 2011 - A new version of The Razor is now available, version 1.5.1024. In this version we have added a few minor calculation and logic adjustments. Click here to download the latest version.

  Client Questionnaire - Oct 21, 2011 - A new version of Short Form Client Questionnaire is now available. Click here to download the latest version.

  Data Entry Key - Sep 26, 2011 - A Data Entry Key is now available to assist users of The Razor with entering and understanding client data.  This key examines all data entry points within The Razor and includes a short description of each. Click here to view the Data Entry Key online or to print off the PDF version.

  Client Questionnaire - Sep 16, 2011 - As recommended by a user of The Razor, we have updated the Short Form Client Questionnaire to include a few data entry points that were overlooked in the original version. These points include Section 13 (real estate cost base) and Section 12 (joint investment assets). Click here to download the latest version.

  New Tutorial Available - Sep 15, 2011 - A new Data Entry tutorial is now available for The Razor.  This new tutorial will guide you through the data entry process using both the Wizard and Data screens. Click here to view available tutorials.

  New Version Available - Sep 12, 2011 - A new version of The Razor is now available, version 1.4.0908. In this version we have added a few minor calculation and logic adjustments. Click here to download the latest version.

  The Razor LinkedIn Group - Sep 07, 2011 - A LinkedIn group has been created for The Razor.  This group allows users of The Razor to openly discuss the software, provide tips, and ask for feedback or assistance.  You can join this group at the following link... The Razor - LinkedIn Group

  The Razor User Manual - Aug 29, 2011 - As recommended by a user of The Razor, we have completed a printable version of The Razor - User Manual.  This will allow you to print a hard copy of the user manual for use while offline.  Click here to view or download the printable user manual.

  Client Questionnaire - Aug 23, 2011 - Our long form Client Questionnaire is now available as a fillable PDF.  Your clients will now be able to complete an electronic version of the questionnaire and email it back to you.  Click here to view or download the new questionnaire.

  IE Financial Checkup - Aug 15, 2011 - This month's Razor Analysis of the Investment Executive Financial Checkup is now online. Click here to view this month's analysis or to download the sample client file.

  Investment Executive Advertisement - Aug 03, 2011 - Watch for our advertisement in next month's Investment Executive. Each month we will be using The Razor to analyze the Financial Checkup and posting the results on our website. We will also be providing the completed client file for download and use on your own computer. Click here to view the analysis from all 2011 Financial Checkups from Investment Executive.

  President's Message - Jul 12, 2011 - A message from Dave Faulkner, creator of The Razor - We were recently asked by a new user, "How does The Razor compare in features and usability to other financial planning programs on the market?"  This is an excellent question... Click here to read more.

  New Version Available - Jul 06, 2011 - A new version of The Razor is now available, version 1.4.0704. In this version we have addressed a few calculation issues, made some changes to text and increased the number of planning years available. Click here for a complete list of changes made and to download the latest version.

  FPAdvantage Welcomes Brad Roy - Jun 22, 2011 - FPAdvantage would like to announce the latest addition to our team, Brad Roy. Brad is currently working toward a degree in business with a major in Finance. He will be assisting users of The Razor through technical support and training.

  New Version Available - Jun 20, 2011 - A new version of The Razor is now available, version 1.4.0620. In this version we have added percentage change amounts to the displayed retirement options on the “Advisor Chart” window, added the ability for excess income to pay-down “Lifestyle Line of Credit” and modified navigation hyperlinks on the Report Documents for easier use.  Click here to download the latest version.

  The Razor is Now Available - May 10, 2011 - After over 4 years of development, a finished version of The Razor is now available to financial advisors throughout Canada.  Click here to download your 14 day trial.  We would like to thank all of the advisors who have assisted us through Beta testing, for your patience and feedback over the last few months.

  New Videos are Available - May 03, 2011 - We have added a number of new videos from Dave Faulkner in the Tutorials section of the website.  In these videos Dave discusses the inspiration behind the creation of The Razor and how to position it within your practice.  Click here to view these and other tutorials.

  New Beta Available - Apr 25, 2011 - A new Beta version of The Razor has been uploaded, version 1.2.0425.  The changes are small but do fix a few bugs noticed since the last release.  Click here to download the newest version.

   Introducing The Razor - Mar 29, 2011 - After 4 years of design, development and testing in hundreds of real client scenarios, a Beta version of The RazorTM is now available to Canadian financial advisors.  Click here to read more.