Deliver More Advice to More People in Less Time
FreshPlan empowers financial professionals to provide personalized, digestible advice quickly and easily—whether you’re serving a diverse client base or managing complex portfolios.
Built for the Way You Work
FreshPlan simplifies planning, streamlines communication, and helps you work smarter.
FreshPlan isn’t just about numbers—it’s about better advice delivery. Built for busy Canadian advisors, every tool is designed to save time, support conversations, and simplify client understanding.
Jump straight into meaningful conversations—no hours of prep required. Or stack FreshPlan tools together to handle more complex scenarios. The modular design means you’re never locked into a rigid process.
Save Time. See More Clients.
Designed to help you serve more clients, more effectively—without increasing your workload.
From quick check-ins to deeper strategy sessions, FreshPlan let you stay productive and responsive, even in between formal reviews.
It’s a practical, visual way to deliver advice that sticks—keeping conversations clear, on point, and easy for clients to act on.
Empower Your Clients
With FreshPlan Premium, securely share calculators so clients can explore key questions and test scenarios on their own.
Whether you’re addressing a quick question or simplifying a complex need, FreshPlan helps you respond faster—with more clarity and confidence.
Clients will arrive more prepared—and you’ll save time for deeper, strategic conversations.
What FreshPlan users are saying
Our salespeople were selling mutual funds to our clients and did not have the tools to discuss a members goals and financial plan. Fresh plan has allowed our Credit Union to have a wholistic conversation with our members and present them with a professional financial plan that they can reference, update and moves with the client on their financial journey.
FreshPlan is easy to use, fast and easy to understand for the clients. It avoids clustering the data and making it look complicated.
I’ve been a long time user of this program and appreciate the timely, relevant content that is so well put together it is a seamless process for compliance approval.
FreshPlan and the infographics are presented in a way that is easy to explain and relate to the clients. Clients get it, and are not overwhelmed or intimidated with the presentation.
The reports are really user-friendly, and it’s easy to add in concepts for extra information. And with the new developments, it’s getting easier to use all the time. I can now do a high-level retirement plan with a client in less than 15 minutes! They love it, as do I.
FreshPlan is my go to reference tool for showing clients current financial infographics and calculating financial planning modules that are specific to their needs.