Investment Planning Calculators

FreshPlan investment planning calculators are part of a comprehensive financial plan mapping out investing strategies to help clients meet their long and short term goals. Advisors are able to build customized recommendations according to their clients unique needs and comfort level with risk.

Investment Planning Calculators include:

  • Savings Growth
  • The Cost of Waiting
  • Stay Invested
  • Diversify and Protect
  • GIC Laddering
  • Investment Fees and Returns
  • 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.

ORDER YOUR SOFTWARE TODAY