Financial Calculators

Financial Calculators2021-06-23T16:13:49+00:00

FINANCIAL CALCULATORS

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.

Pricing & Order

Financial Calculators Follow Key Areas of Financial Planning

FreshPlan allows financial professionals to quickly engage clients with a variety of integrated, goals-based planning modules and visual infographics. So easy to use it allows advisors to complete a full financial plan in 30 minutes and flexible enough for single needs analysis when a full plan is not needed.

Planning Features

Powerful planning modules are accompanied by additional easy-to-understand supports.

  • Personalized Title Page

  • At-a-Glance Summary Dashboard 

  • Disclaimer

  • Letter of Engagement

  • Summary of Recommendations

  • Assumptions for Each Module

  • Supporting Infographics

  • Accumulation/Distribution Tables

Financial Professional Meeting with Client
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Calculators
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Infographics
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Planners
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Minute Financial Plan

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