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FreshPlan Overview

FreshPlan Features Online app that provides 24/7 access from any device to basic planning tools for advisors of all levels.   Calculate, educate and create reports  on all financial topics in minutes instead of hours using visual calculators and infographics […]

Create Report Using Master Template

Back to FreshPlan Help   You can use Master Templates to create Reports that combine calculators and infographics. Click Reports along the top row of buttons OR Click Start Now below the Reports icon.   NEXT Click New Report. NEXT […]

What is FreshPlan?

Back to FreshPlan Help   FreshPlan combines 50 calculators with powerful infographics to provide advisors with a visual, easy-to-use, time saving planning and education tool. It covers the full spectrum of Financial, Investment, RRSP, Retirement, Tax, Insurance, Estate and Education […]