Calculate. Educate. Plan.
FreshPlan combines 75 calculators with powerful infographics to provide advisors with a visual, easy-to-use, time saving planning and education tool.
Access FreshPlan anywhere you have internet access, anytime using any device – phone, tablet, iPad, laptop or desktop.
FreshPlan covers the full spectrum of Financial Planning Principles, Investment, RRSP, Retirement, Tax, Insurance, Estate and Education Planning.
Contact us to schedule a 15 minute online demo.FREE TRIAL Visit FreshPlan.ca View Exclusive Infographics
- Online, fully responsive app that can be used on any device – phone, tablet, iPad, laptop or desktop.
- Easily merge calculators and infographics into visual reports in PDF format.
- Calculators include a powerful scenario feature to create and compare what if scenarios.
- Reports can be customized with your name, title, contact information and logo.
- Print Reports or generate PDFs.
- Contact us to schedule a 15 minute online demo.
View a financial needs report created in FreshPlan.
FREE TRIAL View Sample Report
Click here to view a report created in FreshPlan.
Contact us to schedule a 15 minute online demo.
FreshPlan software is sold on an annual subscription basis with a minimum subscription period of 12 months. Payments for your subscription are annual.
|Minimum Subscription||12 months|
* Applicable taxes (GST/HST) are extra.
* For multiple user pricing, contact us at email or 905-648-3221.
Ativa Interactive Corp. has a No Refund Policy on all of our software applications and bundles. We offer a free, fully functional trial version of our software to allow you to test the software before making a purchase. A trial copy includes a standard fictional advisor name instead of your name and infographics have a watermark.