FreshPlan Online

Calculate. Educate. Plan.

$500/ annually

 

Web-based software app for Canadian financial and insurance advisors.

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


FreshPlan Features

  • 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.

Sample Report
View a financial needs report created in FreshPlan.

View Sample Report



FREE TRIAL View Sample Report

 


FREE TRIAL View Sample Report

 


Click here to view a report created in FreshPlan.

Contact us to schedule a 15 minute online demo.

FREE TRIAL Visit FreshPlan.ca View Exclusive Infographics

Pricing
FreshPlan software is sold on an annual subscription basis with a minimum subscription period of 12 months. Payments for your subscription are annual.

FreshPlan OnlinePrice
Annual Payment$500/year
Minimum Subscription12 months
SupportIncluded

* Applicable taxes (GST/HST) are extra.
* For multiple user pricing, contact us at email or 905-648-3221.

NOTE
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.

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