Create a New Plan
Create a new financial plan using a FreshPlan master template.
My Account
Setting up your Account Setting up your account is easy in FreshPlan. Your advisor name will already be visible in your software, and you can add and change any of your other information to personalize your software further. Simply click on My Account to view and change any of the following: Advisor Information Address Logo
Using the Search Feature
FreshPlan is equipped with a powerful search feature to help you find what you're looking for.
Working with calculators
Learn more about the features of each financial calculator in FreshPlan.
Navigating FreshPlan
Take a tour of the FreshPlan Home Screen to find everything you need to get started.