FreshPlan Online

Calculate. Plan. Educate

(coming soon)

Easily calculate, explain and reinforce complex financial concepts with the online FreshPlan app. A combination of calculators and powerwful infographics provides financial and insurance advisors with the perfect software tool to complement their existing financial planning software.

Exceptional ease of use means you are up and running immediately. And you can access FreshPlan anywhere, anytime using any device. FreshPlan covers the full spectrum of Financial Planning Principles, Investment, RRSP, Retirement, Tax, Insurance, Estate and Education Planning.

Email us to schedule a 15 minute online demo.

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.
  • Email us to schedule a 15 minute online demo.




Email us to schedule a 15 minute online demo.