Use Master Templates to create Reports that combine calculators and infographics.
Calculate your payment or mortgage amount and see how extra payments reduce interest and time to pay off.
Calculate what your loan payments will be, and discover how extra payments reduce the interest paid and the time it takes to pay off.
With a changing retirement landscape, Canadians need retirement advice.
Create report templates to use over and over again without having to create a report from scratch each time.
Combine calculators and infographics in a single report that can be saved, printed or generated into a PDF.
Create multiple “what if” scenarios for any calculator in FreshPlan.
Setting up Favourites offer quick access in the future.
Quickly find what you’re looking for with Search.
Start planning by creating a new client.
Search for engaging infographics in FreshPlan.
Finding relevant calculators in FreshPlan.