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.