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 […]
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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 […]
Future Value – Compare 2 Portfolios
Back to Help This calculator is found in the Financial Planning section of Concept Toolkit. It lets you create two portfolios made up of stocks, bonds and cash and compare the growth over time based on the rates of return […]
Importance of Estate Planning
By making estate planning a priority, you will have critical documents in place that articulates your wishes, and also provides much needed comfort to you and your loved ones.
Tax Tips for 2017
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