Get answers to common questions about FreshPlan — the fast, visual financial-planning platform for advisors. Learn how it works, who it’s for, and key features.
Explore FreshPlan’s annual subscription plans: Core, Premium with client-sharing tools, and Infographics-only. Single-user licenses available, with Enterprise options for teams.
Try FreshPlan free before committing to a paid subscription.
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.
FreshPlan is built for financial professionals — from independent advisors to large teams.