FreshPlan

Snackable. Stackable. Adaptable.

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Deliver More Advice to More People in Less Time

FreshPlan empowers financial professionals to provide personalized, digestible advice quickly and easily—whether you’re serving a diverse client base or managing complex portfolios.

Snackable

Quick. Efficient. Client-Centred.
Use one calculator or infographic to start. Then build. No learning curve. Just impact.

Stackable

Flexible. Modular. Scaleable.
Mix tools to match your client’s needs. Build reports that grow with them.

Adaptable

For Every Client, Every Situation
Whether in-office or remote, FreshPlan goes where you go—on any device.

Built for the Way You Work

FreshPlan simplifies planning, streamlines communication, and helps you work smarter.

FreshPlan isn’t just about numbers—it’s about better advice delivery. Built for busy Canadian advisors, every tool is designed to save time, support conversations, and simplify client understanding.

Jump straight into meaningful conversations—no hours of prep required.  Or stack FreshPlan tools together to handle more complex scenarios. The modular design means you’re never locked into a rigid process.

EXPLORE FRESHPLAN TOOLS
MORE THAN JUST CALCULATORS

Powerful Tools at Your Fingertips

Comprehensive Calculator Suite

Discover the full spectrum of calculators covering the most critical areas of personal finance.

Engaging Infographics

Shareable infographics simplify concepts and enhance client understanding – whether in meetings or remote.

Modular Planning

Use only what’s relevant to each client. Create single-need analyses or full financial reports in under 30 minutes.

Client-Friendly Reporting

Combine multiple calculators with clear, engaging infographics to create visual, personalized reports.

Secure Client Calculator Sharing

Clients can test scenarios, see the impact of decisions, and come to meetings more prepared.

QuickStart Templates

From quick questions to full reports, templates let you launch into meaningful conversations with just a few clicks.

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Save Time. See More Clients.

Designed to help you serve more clients, more effectively—without increasing your workload.

From quick check-ins to deeper strategy sessions, FreshPlan let you stay productive and responsive, even in between formal reviews.

It’s a practical, visual way to deliver advice that sticks—keeping conversations clear, on point, and easy for clients to act on.

EXPLORE FRESHPLAN TOOLS

Ready to see how FreshPlan fits your workflow?

Whether you’re an individual professional, or leading 10 advisors or 200, FreshPlan helps you create consistency, improve efficiency, and deliver standout client experiences.

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Empower Your Clients

With FreshPlan Premium, securely share calculators so clients can explore key questions and test scenarios on their own.

Whether you’re addressing a quick question or simplifying a complex need, FreshPlan helps you respond faster—with more clarity and confidence.

Clients will arrive more prepared—and you’ll save time for deeper, strategic conversations.

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Professional-grade Calculators
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Client-ready Infographics
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Quick Plan Templates

What FreshPlan users are saying

Our salespeople were selling mutual funds to our clients and did not have the tools to discuss a members goals and financial plan. Fresh plan has allowed our Credit Union to have a wholistic conversation with our members and present them with a professional financial plan that they can reference, update and moves with the client on their financial journey.

Geoff Cook, Manager, Wealth Advisory

FreshPlan is easy to use, fast and easy to understand for the clients. It avoids clustering the data and making it look complicated.

Saqib Khan, Wealth Specialist

I’ve been a long time user of this program and appreciate the timely, relevant content that is so well put together it is a seamless process for compliance approval.

Marie Phillips, Wealth Advisor

FreshPlan and the infographics are presented in a way that is easy to explain and relate to the clients. Clients get it, and are not overwhelmed or intimidated with the presentation.

Scott Smith, Certified Financial Planner

The reports are really user-friendly, and it’s easy to add in concepts for extra information. And with the new developments, it’s getting easier to use all the time. I can now do a high-level retirement plan with a client in less than 15 minutes! They love it, as do I.

Mariska Reinerink, Financial Planner

FreshPlan is my go to reference tool for showing clients current financial infographics and calculating financial planning modules that are specific to their needs.

Bill Southall, Senior Financial Planning Advisor

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