Use it as a standalone solution—or as the perfect complement to your existing financial planning software—unlocking more opportunities to engage, advise, and grow.
FreshPlan enhances your current workflow. Traditional planning programs are powerful but can be time-consuming and difficult for clients to interpret. FreshPlan fills that gap by providing flexible, shareable calculators and presentation-ready infographics, letting you explain complex concepts in minutes. You keep your existing system — FreshPlan simply makes it better.