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FreshPlan Financial Planning Software

Spend less time learning software and more time engaged with clients.

$600

(+$300 for optional calculator sharing feature)

12-month Annual Subscription

Whether planning from the office or your home office, FreshPlan is both powerful and intuitive so you can spend less time learning software and more time with your clients.

  • Online and available anywhere you have internet
  • Share calculators and infographics with your clients
  • Fully responsive and adapts to every screen size
  • Confidential, secure availability of your data
  • Powerful scenario feature to create and compare various options
  • Reports customized with your name, contact information and company logo
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Contact us or complete the order form.
Applicable taxes (GST/HST) are extra. Visa, Mastercard, Amex, PayPal.

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. 

Calculate

Calculate scenarios across the full financial planning spectrum with ease.

Over 75 calculators are designed to provide simple, instant answers to your clients’ questions.

Educate

Choose from the growing library of educational infographics.

Topics and concepts are relevant to your clients and prospects when they are making important financial decisions.

Plan

Engage clients with integrated, goals-based planning modules.

FreshPlan is 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.

TRY BEFORE YOU BUY

Payment Policies

FreshPlan pricing is based on an annual 12-month subscription. Payment for your full subscriptions are made annually.

Ativa Interactive Corporation has a no-refund policy on all of our software applications. We offer free, fully functional trial versions of our software to allow you to try the software before making a purchase. We want to make sure it’s the right fit for you.

CONTACT US FOR A QUOTE

FreshPlan Enterprise

Learn more about FreshPlan Enterprise for your Advisors.

Connect with us for pricing on multiple copies.