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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.
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.