FreshPlan combines planners and calculators with powerful infographics to provide advisors with a visual, easy-to-use, time saving financial planning tool. The content includes the full spectrum of Financial, Investment, RRSP, Retirement, Tax, Insurance, Estate and Education Planning topics and has these features: Plan Financial planning is modular so you can create a single need or a full financial plan for your clients. Calculate Quick, easy-to-use calculators when a full plan is not needed. Infographics Explain and reinforce complex financial concepts with shareable, visual infographics Access FreshPlan anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop. It’s visual, easy to use and will save you time when you need to do a quick illustration or explain a financial topic to a client, member or prospect.

FAQs

Q: Can't find a calculator or infographic

Searching for content Calculators and infographics are organized by key financial topics like Financial Planning or Insurance. If you’re not finding what you’re looking for, try the Search function. If you still cannot find what you're looking for, connect with us today .

Can’t find a calculator or infographic

f you’re not finding what you’re looking for, try the Search function

Ativa2022-03-31T21:39:54+00:00March 31st, 2022|Support|

What is FreshPlan?

FreshPlan combines calculators with powerful infographics to provide advisors with a visual, easy-to-use, time saving financial planning and education tool.

Ativa2022-03-29T17:46:14+00:00February 28th, 2016|Pricing|