FreshPlan
Software
$600 / Annual Subscription
(+$300 for optional calculator sharing feature)
Easily calculate, explain and reinforce complex financial concepts with a secure, online app accessible from any browser or device.
FreshPlan combines calculators with powerful infographics to provide advisors with a visual, intuitive, time saving financial planning tool.
Spend more time with clients and less time learning with FreshPlan financial planning software.
+
Calculators
+
Infographics
Planners
+
Minute Plans
Powerful, easy-to-use financial planning software
PLAN
Create robust financial plans in minutes instead of hours using visual planners, calculators and infographics that clients and prospects will understand.
CALCULATE
Calculate scenarios across the full spectrum of Financial, Investment, Retirement, Tax, Insurance, Estate and Education Planning.
REINFORCE WITH INFOGRAPHICS
Communicate complex concepts with vibrant, sharable, easy-to-understand infographics. Share on your website, stay in touch via social media, or complement your financial plans.
TESTIMONIALS
What our clients are saying
The reports are really user-friendly, and it’s easy to add in concepts for extra information. And with the new developments, it’s getting easier to use all the time. I can now do a high-level retirement plan with a client in less than 15 minutes! They love it, as do I.
Our MFDA salespeople were selling mutual funds to our clients and did not have the tools to discuss a members goals and financial plan. Fresh plan has allowed our Credit Union to have a wholistic conversation with our members and present them with a professional financial plan that they can reference, update and moves with the client on their financial journey.
I’ve been a long time user of this program and appreciate the timely, relevant content that is so well put together it is a seamless process for compliance approval.
FreshPlan and the infographics are presented in a way that is easy to explain and relate to the clients. Clients get it, and are not overwhelmed or intimidated with the presentation.
FreshPlan is my go to reference tool for showing clients current financial infographics and calculating financial planning modules that are specific to their needs.
FreshPlan is easy to use, fast and easy to understand for the clients. It avoids clustering the data and making it look complicated.
Easy to use, customized output great quick planning tool to show concepts.
Easy to navigate, quick input and even faster results, clean layout.
FreshPlan is the best one stop shop for Advisors!
FreshPlan has been a huge time saver when I need to provide clients with registered plan info, or quick calculators to help them with their financial needs. We love the simplicity and clients love the understandable reports.
FreshPlan Enterprise
Ensure financial planning engagement with clients is consistent whether your advisors are planning from home or in the office. Reduce the learning curve with visual, easy-to-use modules.
Enterprise Version Features
FreshPlan software allows financial professionals to quickly engage clients with a variety of integrated planning modules and visual infographics. So easy to use it allows advisors to complete a full financial plan in 30 minutes and flexible enough for single needs analysis when a full plan is not needed. Other enterprise features include:
On-Demand
Access anywhere you have Internet, anytime, using any device. FreshPlan software is fully responsive and works seamlessly on your phone, tablet, iPad, laptop or desktop.
Ease of Use
The visual interface and intuitive workflow means advisors are up in running immediately.
Secure
FreshPlan security protocols are standardized with a service architecture designed for confidentiality, integrity, and secure availability of your data.
Feature Control
Powerful user profiles offer greater control over content access based on Advisor credentials.
Tracking & Reporting
Extensive usage tracking and reporting allows insight into the frequency, content, and features with which users are accessing.
Unique Content
Adding unique content specific to your enterprise will improve Advisor usage and strengthen your brand. The Single Sign On option makes accessing FreshPlan additionally streamlined.
FRESHPLAN Enterprise
Our Clients
We provide solutions to grow your business
Connect with us to order a free demo or to book a virtual tour.