Build a Stronger,
More Scalable Advice Model

FreshPlan makes it easy to deliver meaningful advice across a range of client needs—from full financial reports to quick, high-impact conversations.

Designed to be modular, intuitive, and easy to adopt, it’s ideal for large teams with varying levels of experience and expertise.

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 ENTERPRISE

Empower Your Team.
Elevate Your Advice.

FreshPlan for Enterprises helps management leaders scale advice delivery across their advisor teams—efficiently, securely, and consistently. Whether it’s used in day-to-day client meetings, spontaneous advice moments, or proactive marketing campaigns, FreshPlan enables your advisors to bring high-quality financial guidance to more people, more often.

Discover how FreshPlan can elevate the way your team delivers advice.

Ready for Teams. Built for Growth

Drive Strategy, Efficiency & Trust

More Advice to More People
—Simplified.

FreshPlan is designed to scale quality advice across your organization. Whether you’re leading 10 advisors or 200, it helps you create consistency, improve efficiency, and deliver standout client experiences.

Let’s talk about how FreshPlan can elevate the way your team delivers advice.
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