Calculate scenarios across the full spectrum of financial planning.
Powerful, Easy-to-Use Financial Calculators and Planners
FreshPlan combines over 75 financial calculators with powerful infographics to provide advisors with a visual, easy-to-use, time saving planning and education tool.
Calculate. Educate. Plan
Calculate, educate and create reports in minutes instead of hours using visual calculators and infographics that clients and prospects will understand.
Visual, Intuitive Workflow
The visual interface and intuitive workflow means you are up in running immediately. 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