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.