Setting up Two-Factor Authentication in FreshPlan Two-factor authentication(2FA) is a security process where you provide two different authentication factors to verify your identity and access your account. The first factor is your username and password. The second factor is a […]
Support
Sharing Infographics
Sharing FreshPlan infographics are a valuable way to help stay connected to clients and prospects all year.
Create a New Plan in FreshPlan
FreshPlan Support Create a new financial plan using a master template. Find out how in the following video.
How to include Supporting Tables (Retirement Planner) in a Report PDF
Back to FreshPlan Help You can include Supporting Tables in the Retirement Planner in PDFs that are generated when you include the Planner in a Report. Click Calculate, select Retirement and then select Retirement Planner. After entering your data and […]
Create a Report Template
Back to FreshPlan Help You can create report templates that you can use over and over again without having to create a report from scratch each time. Let’s create a template about managing debt. Pay Down Debt or Invest […]
Create a Report
Back to FreshPlan Help You can combine calculators and infographics in a single report that can be saved, printed or generated into a PDF. Let’s create a simple report with these 2 calculators and 2 infographics: Pay Yourself First […]
Using Scenarios
Back to FreshPlan Help You can create multiple “what if” scenarios for any calculator in FreshPlan. Let’s use the Pay Yourself First calculator as an example. Click Pay Yourself First under Financial Planning in the CALCULATE menu to open the calculator. NEXT […]
Using Favourites
Back to FreshPlan Help Let’s say you want to bookmark the Tale of Two RRSPs calculator and the 10 Ways to Growth Your RRSP infographic. To bookmark the Tale of Two RRSPs calculator, click Favourite after you have opened it. […]
Using Search
Back to FreshPlan Help Click the Search box NEXT Type in your search term and the results will appear below. Click on the calculator (RRSP Tax Savings) to open it. Back to FreshPlan Help
How to Create a New Client
Back to FreshPlan Help Click Clients at the top of the FreshPlan screen OR Click Start Now just below the Clients icon. NEXT Click New Client NEXT Type in the name of the client Click Save NEXT Click Open next to […]
How to Find an Infographic
Back to FreshPlan Help Click Educate at the top of the FreshPlan screen OR Click Start Now just below the Educate icon. NEXT Let’s find the RRSP vs TFSA infographic: Click the Retirement topic along the left menu to expand this […]
How to Find a Calculator
Back to FreshPlan Help Click Calculate at the top of the FreshPlan screen OR Click Start Now just below the Calculate icon on the home page. NEXT The Pay Yourself First calculator always opens up first after you click […]