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Deliver More Advice, to More People, in Less Time
Ready to Transform Your Client Engagement? Connect with us to learn how FreshPlan can streamline your practice and enhance client relationships.
Created by Canadians, for Canadians.
Choose Your Single User Subscription
FreshPlan Core
- Calculators
- –
- Quick Plan Templates
- Infographics
- Infographic Sharing
- Reports
- Save by Client
- Regular updates
- Support
FreshPlan Premium
- Calculators
- Calculator Sharing
- Quick Plan Templates
- Infographics
- Infographic Sharing
- Reports
- Save By Client
- Regular Updates
- Support
FreshPlan Infographics
- Infographics
- Infographic Sharing
- Regular Updates
- Support
Applicable taxes (GST/HST) are extra. Visa, Mastercard, Amex, PayPal.
12-month Annual Subscription. Single License FreshPlan software is licensed to, and may be used only by the registered individual. See more terms. For multiple users, learn more about Enterprise licenses.
FAQ
FreshPlan is a cloud-based financial planning and advice platform built for Canadian advisors who want to work smarter. It combines calculators, infographics, and modular planning tools to help you deliver clear, visual advice—whether you’re answering a quick question or preparing a full plan.
Designed for real client conversations, FreshPlan cuts prep time, simplifies complex topics, and keeps advice easy to understand. Use it for quick check-ins or deeper strategy sessions; the flexible design lets you pull in only what you need. The result: better conversations, better advice delivery, and more clients served—without adding to your workload.
FreshPlan is built for Canadian financial professionals — from independent advisors to large teams at credit unions, or investment firms. Whether you’re working with one client or hundreds, FreshPlan scales to meet your needs.
FreshPlan’s subscription is annual (12-month).
Core: includes calculators, infographics, templates, reports.
Premium: adds sharing features (e.g. client-calculator sharing) on top of the core toolkit.
Infographics-only: limited to accessing and using the infographic library.
Single License FreshPlan software is licensed to, and may be used only by the registered individual. See more terms. For multiple users, connect with us to learn more about Enterprise licenses.
Yes — you can start with a free trial to explore FreshPlan before committing to a paid subscription.
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 enhances your current workflow. Traditional planning programs are powerful but can be time-consuming and difficult for clients to interpret. FreshPlan fills that gap by providing flexible, shareable calculators and presentation-ready infographics, letting you explain complex concepts in minutes. You keep your existing system — FreshPlan simply makes it better.
With FreshPlan Premium, securely share calculators so clients can explore key questions and test scenarios on their own. Clients will arrive at meetings more prepared—and you’ll save time for deeper, strategic conversations.
Empower Your Team
Elevate Your Advice.
Whether you’re guiding a large advisory team at a bank, credit union, or investment firm, FreshPlan is the one platform designed to help your team deliver clear, personalized advice—faster and with less effort. It simplifies complex concepts and makes client engagement feel effortless.
Payment Policies
FreshPlan is offered on a 12-month annual subscription basis, with payment due in full at the start of the subscription term.
Ativa Interactive Corporation maintains a no-refund policy on all software applications. To help ensure FreshPlan is the right fit, we provide a free, fully functional trial version so you can explore all features before purchasing.