FreshPlan Features
- Online app that provides 24/7 access from any device to basic planning tools for advisors of all levels.
- Calculate, educate and create reports on all financial topics in minutes instead of hours using visual calculators and infographics that clients will understand.
- Financial
- Debt
- Investing
- Retirement
- Tax
- Insurance
- Estate
- Education
- Currently being used by two of Canada’s top 10 credit unions and a top national investment dealer.
- Visual, intuitive and easy to to learn.
- Create beautiful, visual PDF reports with the click of several buttons.
- Use Favourites, Search and Reports to find and organize tools (calculators, infographics)
- Create individual client files to save your data entries and reports.
- Create and save multiple scenarios for your calculations.
- 80/20 Rule:
- FreshPlan provides planning tools for 80% of client planning situations.
- Exceptions include corporate buy/sell, complex estate plans (charitable foundations) and complex tax planning.
- Suite of calculators and infographics provide users with simple, powerful tools to address member financial issues and questions such as:
- This is a partial list . . .
- What is the CERB benefit and how do I get it?
- What is the CEWS benefit and how does my business get it?
- What tax deductions and credits are available when I file my tax return?
- Where do I stand right now financially? (Cash Flow, Net Worth, Investor Profile)
- I have a financial goal, how do I reach it?
- How does a Construction Mortgage work?
- How much I can withdraw from my RRSP for a down payment?
- How will consolidating my debt help lower my interest costs?
- How much interest can I save if I increase my mortgage payment?
- I’m retired – how long will by RRIF or LIF last?
- What if I use my younger spouse’s age to make minimum RRIF withdrawals?
- Will I have enough to retire?
- Should I take my CPP now or later?
- How will making a withdrawal from my RRSP now affect my retirement fund?
- How much can I contribute to my RRSP and what will my tax savings be?
- If we withdraw funds from a spousal RRSP, who pays the tax on it?
- How much tax will be withheld on the withdrawal?
- Does it matter if earn interest, dividends or capital gains on my mutual funds?
- How much taxes will be owed on my mother’s RRIF when she dies?
- Do I have enough insurance? Life, Disability, Critical Illness
- Why do I need a will, power of attorney for finances and power of attorney for health?
- How much will it cost to send my kids to university in 15 years?
- How much of a difference does the CESG make to an RESP?