Powerful, easy-to-use financial planning software.
Supporting Canadian Advisors
FreshPlan is designed to support Canadian financial service professionals by providing convenient tools to help them analyze, explain and offer historical context to reinforce recommendations to clients and prospects.
Ensure financial planning engagement with clients is consistent whether planning from home or in the office with visual, easy-to-use modules. Operating on the premise that professionals shouldn’t have to be technology experts, FreshPlan is both powerful and intuitive so Advisors can spend less time learning software and more time with their clients.
Powerful planning modules are accompanied by additional easy-to-understand supports.
Personalized Title Page
At-a-Glance Summary Dashboard
Letter of Engagement
Summary of Recommendations
Assumptions for Each Module