Calculate – Educate – Plan

FreshPlan is a web-based software app for Canadian financial and insurance advisors.

FreshPlan combines over 50 calculators with powerful infographics to provide advisors with a visual, easy-to-use, time saving planning and education tool.

You can access FreshPlan anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop.

FreshPlan covers the full spectrum of Financial Planning Principles, Investment, RRSP, Retirement, Tax, Insurance, Estate and Education Planning.

Email us to schedule a 15 minute online demo.

FreshPlan Features

  • Online, fully responsive app that can be used on any device – phone, tablet, iPad, laptop or desktop.
  • Easily merge calculators and infographics into visual reports in PDF format.
  • Calculators include a powerful scenario feature to create and compare what if scenarios.
  • Reports can be customized with your name, title, contact information and logo.
  • Print Reports or generate PDFs.
  • Email us to schedule a 15 minute online demo.

 

 

 

 

  • Email us to schedule a 15 minute online demo.