Explore FreshPlan Enterprise — a scalable financial-planning solution for teams and institutions. Learn about features, customization and security.
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.
FreshPlan complements legacy planning software by streamlining discovery, quick scenarios, and client engagement— without changing your existing processes.
With FreshPlan Premium, securely share calculators so clients can explore key questions and test scenarios on their own.
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 is a cloud-based planning platform for Canadian advisors, offering fast, visual tools that simplify advice, cut prep time, and support clearer client conversations.