FreshPlan is a cloud-based financial planning and advice platform built for Canadian advisors who want to work smarter. It combines calculators, infographics, and modular planning tools to help you deliver clear, visual advice—whether you’re answering a quick question or preparing a full plan.
Designed for real client conversations, FreshPlan cuts prep time, simplifies complex topics, and keeps advice easy to understand. Use it for quick check-ins or deeper strategy sessions; the flexible design lets you pull in only what you need. The result: better conversations, better advice delivery, and more clients served—without adding to your workload.