What Advisors are saying

FreshPlan testimonials note the ease of use, how well their clients understand the output and the timely, relevant content as the items most important to them in FreshPlan, according to our 2022 Client Survey.

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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.

Marie Phillips
Wealth Advisor

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FreshPlan is my go to reference tool for showing clients current financial infographics and calculating financial planning modules that are specific to their needs.

Bill Southall
Senior Financial Planning Advisor

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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 intimated with the presentation.

Scott Smith
Certified Financial Planner

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After having tried most of the other planning software on the market, I ended up with FreshPlan. 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.

Mariska Reinerink
Financial Planner

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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.

Geoff Cook
Manager, Wealth Advisory

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No cookie cutter analysis where you or the client can’t understand how you got the figures.

Edward Ditching
Insurance and Guaranteed Investment Specialist

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Fresh Plan is easy to use, fast and easy to understand for the clients. It avoids clustering the data and making it look complicated.

Saqib Khan
Wealth Specialist

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Fresh plan has been a great way for us to provide clients with quick illustrations to help them with their finances. The regular infographics have been a great way to keep client up to date with relevant info.

Ben Davies
Financial Advisor


Our Clients

Learn more about FreshPlan enterprise for your company.

Our Clients

We provide solutions to grow your business

Engagement and storytelling are at the heart of our approach. We provide web-based interactive, visual, and topical content for all demographics, taking a holistic view of financial planning.