Financial Calculators

Simplify planning and work smarter.

Financial Calculators2025-10-28T19:52:56+00:00

FINANCIAL CALCULATORS

Efficient Advice.
Greater Impact.

Calculators That Work the Way You Do

FreshPlan’s modular tools are designed for today’s reality: limited time, rising client expectations, and the pressure to stay efficient without sacrificing value.

Clarity and Confidence
Whether you’re answering a quick question or simplifying a complex need, FreshPlan helps you respond faster—with more clarity and confidence.

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Snackable

Start with the Basics, then Build.
Jump straight into meaningful conversations—no hours of prep required. Often, a single calculator is all it takes to answer a question or surface a new opportunity.

Stackable

Flexible. Modular. Scaleable.
Need to go deeper? Stack calculators together to handle more complex scenarios. The modular design means you’re never locked into a rigid process.

Adaptable

Tailored for Every Client Situation
Adjust your approach based on client needs and engagement level. Use a single tool for light-touch interactions or integrate with full planning software for comprehensive cases.

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Designed for Canadian Financial Professionals

Empowering
Clients

Give Clients More—Before the Meeting

With FreshPlan Premium, securely share calculators so clients can explore key questions and test scenarios on their own.

They’ll arrive more prepared—and you’ll save time for deeper, strategic conversations.

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Planning Features

Powerful planning modules are accompanied by additional easy-to-understand supports.

Quick Plan Templates

Save time by launching conversations from pre-built templates using your most-used tools.

Scenario Comparisons

Model and compare different strategies side by side to help clients weigh trade-offs and feel confident in their decisions.

Client-Friendly Reports

Combine calculators and infographics into polished, personalized reports clients can understand—and act on.

Modular Planning

Run single-need scenarios or create a full plan—on your terms, in under 30 minutes.

Visual Dashboards & Details

Show the big picture with summary dashboards or go deeper with detailed tables—tailored to each client’s preference.

Secure Calculator Sharing

Let clients explore scenarios on their own. They come to meetings more engaged and ready for next steps.
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Professional-grade Calculators
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Client-ready Infographics
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Quick Plan Templates

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