Calculate scenarios across the full spectrum of financial planning.
Powerful, Easy-to-Use Financial Calculators and Planners
FreshPlan combines over 75 financial calculators with powerful infographics to provide advisors with a visual, easy-to-use, time saving planning and education tool.
Calculate. Educate. Plan
Calculate, educate and create reports in minutes instead of hours using visual calculators and infographics that clients and prospects will understand.
Visual, Intuitive Workflow
The visual interface and intuitive workflow means you are up in running immediately. FreshPlan is both powerful and intuitive so Advisors can spend less time learning software and more time with their clients.
Financial Calculators Follow Key Areas of Financial Planning
FreshPlan allows financial professionals to quickly engage clients with a variety of integrated, goals-based planning modules and visual infographics. So easy to use it allows advisors to complete a full financial plan in 30 minutes and flexible enough for single needs analysis when a full plan is not needed.
Financial Management Calculators
Financial Management calculators help to establish your current financial situation to begin the financial planning process.
Robust retirement planners allow Advisors to walk their clients through various scenarios to help them plan and save for the future.
Estate Planning Tools
FreshPlan tax and estate planning tools help to determine areas where clients may need further protection for themselves and their family.
Insurance calculators help advisors analyze clients' need for life, disability and critical illness insurance.
Investment Planning Calculators
Investment planning calculators are part of a comprehensive plan to map out investing strategies to help clients meet their financial goals.
Education Planning Calculators
Education planning calculators estimate the future costs of education, illustrates saving tools and grants, and unused RESP scenarios.
Mortgage and Debt Calculators
FreshPlan Mortgage and Debt calculators help to manage debt as part of a holistic financial plan helping to ensure a healthy financial future.
Historical Perspective Calculators
Historical perspective calculators help to provide insight into how a security or market has reacted to a variety of different variables.
Tax Planning Calculators
Tax planning is an essential part of an individual holistic financial plan.