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.

FAQs Archive - Fresh Plan

Q: How does a FreshPlan subscription work?

FreshPlan’s subscription is annual (12-month). Core : includes calculators, infographics, templates, reports. Premium : adds sharing features (e.g. client-calculator sharing) on top of the core toolkit. Infographics-only : limited to accessing and using the infographic library. Single License FreshPlan software is licensed to, and may be used only by the registered individual . See more terms . For multiple users, connect with us to learn more about Enterprise licenses.

Q: What if I need to customize FreshPlan for a team or enterprise use?

The enterprise version of FreshPlan that supports multiple users, role-based access (e.g. control content based on advisor credentials), usage tracking/reporting, and customization (e.g. private branding, single sign-on for advisors). Designed to be modular, intuitive, and easy to adopt, it’s ideal for large teams with varying levels of experience and expertise. Connect with us to talk about how FreshPlan can elevate the way your team delivers advice.

Q: What if our firm already has a financial planning system?

FreshPlan is is a strong complement to legacy planning tools. Advisors use FreshPlan for discovery meetings, quick scenario work, fact-finding, and visual client education, while leaving deep tax modelling and compliance-driven planning to their existing platform. This reduces meeting prep time, increases engagement, and elevates the client experience without disrupting your current processes.

Q: Do you offer a free trial?

Yes — you can start with a free trial to explore FreshPlan before committing to a paid subscription.

Q: Who is FreshPlan for?

FreshPlan is built for Canadian financial professionals — from independent advisors to large teams at credit unions, or investment firms. Whether you’re working with one client or hundreds, FreshPlan scales to meet your needs.

How does a FreshPlan subscription work?

Ativa2025-12-10T23:27:47+00:00December 10th, 2025|FreshPlan FAQ|

Explore FreshPlan’s annual subscription plans: Core, Premium with client-sharing tools, and Infographics-only. Single-user licenses available, with Enterprise options for teams.

What if I need to customize FreshPlan for a team or enterprise use?

Ativa2025-12-10T23:07:34+00:00December 10th, 2025|Enterprise FAQ|

FreshPlan Enterprise supports multi-user teams with role-based access, usage tracking, customization, and easy adoption—ideal for organizations looking to elevate how their advisors deliver advice.

What if our firm already has a financial planning system?

Ativa2025-12-10T23:03:18+00:00December 10th, 2025|Enterprise FAQ|

FreshPlan complements legacy planning software by streamlining discovery, quick scenarios, and client engagement— without changing your existing processes.

Do you offer a free trial?

Ativa2025-12-10T23:23:54+00:00December 10th, 2025|FreshPlan FAQ|

Try FreshPlan free before committing to a paid subscription.

Can my clients use FreshPlan themselves?

Ativa2025-12-10T23:24:18+00:00December 10th, 2025|Enterprise FAQ, FreshPlan FAQ|

With FreshPlan Premium, securely share calculators so clients can explore key questions and test scenarios on their own.

What if I’m already using financial planning software?

Ativa2025-12-10T23:24:08+00:00December 10th, 2025|Enterprise FAQ, FreshPlan FAQ|

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.

What is FreshPlan?

Ativa2025-12-10T23:23:24+00:00December 9th, 2025|Enterprise FAQ, FreshPlan FAQ|

FreshPlan is a cloud-based planning platform for Canadian advisors, offering fast, visual tools that simplify advice, cut prep time, and support clearer client conversations.

Who is FreshPlan for?

Ativa2025-12-10T23:34:05+00:00December 9th, 2025|FreshPlan FAQ|

FreshPlan is built for financial professionals — from independent advisors to large teams.