Historical Perspective Calculators

Analyzing historical data can provide insight into how a security or market has reacted to a variety of different variables, from economic cycles, elections, and other world events. While looking back may offer some perspective, investors looking to interpret historical returns should know that past results do not predict future returns.

FreshPlan offers several infographics that help to illustrate a historical perspective in investing.

Historical Perspective Calculators include:

  • Staying Invested
  • Diversify and Protect
  • Time to Recover
  • Stock, Bonds and Cash
  • Stocks and Holding Periods
  • and more

Calculate Multiple Scenarios
Create and save multiple scenarios for each calculator to illustrate insights into different financial situations and strategies.


Features

Create Templates
Creating Templates give you a quick-start of the calculators you use most in given situations to create financial reports.

Modular Financial Planning
Use only the calculations relevant to each clients’ situation. FreshPlan is powerful enough to complete a full financial plan in 30 minutes and flexible enough for single needs analysis when a full plan is not needed.

Client-Friendly Reporting
Integrate any number of calculators with financial infographics to create visual, personalized reports that client will understand. All reports are personalized with advisor name, logo and contact information.


Calculate. Educate. Plan.

Easily calculate, explain and reinforce complex financial concepts.
FreshPlan combines 75 calculators with a growing number of powerful financial infographics to provide advisors with a visual, easy-to-use, time saving planning and education tool. FreshPlan calculators are easy-to-use and fully responsive on any device – phone, tablet, laptop or desktop.

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