CHOOSE YOUR SUBSCRIPTION

Get Started Today.
Order Now!

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

$700annually
  • Calculators
  • Quick Plan Templates
  • Infographics
  • Infographic Sharing
  • Reports
  • Save by Client
  • Regular updates
  • Support

FreshPlan Premium

$1,000annually
  • Calculators
  • Calculator Sharing
  • Quick Plan Templates
  • Infographics
  • Infographic Sharing
  • Reports
  • Save By Client
  • Regular Updates
  • Support

FreshPlan Infographics

$500annually
  • 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.

FreshPlan Enterprise

Learn more about FreshPlan Enterprise for your Advisors.

Connect with us for pricing on multiple copies.