FreshPlan
FreshPlan helps you engage clients with ease—before, during, and between appointments. By combining intuitive calculators with compelling infographics, it turns complex financial concepts into simple, visual conversations.
Demonstrate your expertise, spark more meaningful discussions, and deliver high-quality advice in less time. Strengthen relationships, stand out to early prospects, and make your practice more efficient—without adding to your workload.
Boost engagement and drive leads with impactful, shareable content and actionable advice.
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Calculators
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Infographics
Planners
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Minute Plans
Deliver More Advice, to More People, in Less Time
SNACKABLE
Grab attention and spark conversations with bite-sized, shareable content and practical insights. FreshPlan’s 150+ easy-to-use tools are built with clients and prospects in mind—clear, approachable, and ready to go.
STACKABLE
Whether it’s a quick check-in or a full financial strategy session, FreshPlan helps you show up with impact. Use it on its own or alongside your legacy financial planning software to spark smarter, more meaningful client conversations.
ADAPTABLE
FreshPlan’s modular approach flexes to fit your workflow—whether you’re a new advisor or seasoned pro, offering quick guidance or building deeper plans. It’s built to support every client conversation, from simple to sophisticated.
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Options and Pricing
Infographics
For professionals who want simple, sharable visuals to support conversations.
$500/annually
Shareable Infographics
- Infographics
- Infographic Sharing
- Regular updates
- Support
Premium
For professionals ready to deepen engagement with fully interactive tools.
$1,000/annually
Shareable Infographics + Shareable Calculators
- Infographics
- Infographic Sharing
- Reports
- Save By Client
- Calculators
- Calculator Sharing
- Regular updates
- Support
Core Plan
For professionals who want a complete planning toolkit without sharing calculators.
$700/annually
Shareable Infographics + Calculators
- Infographics
- Infographic Sharing
- Reports
- Save By Client
- Calculators
- Regular updates
- Support
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
Whether you’re guiding a large advisory team at a bank, credit union, or investment firm, FreshPlan is the one platform designed to help your team deliver clear, personalized advice—faster and with less effort. It simplifies complex concepts and makes client engagement feel effortless.
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
FreshPlan’s intuitive workflow mean your team can hit the ground running—delivering higher-quality advice to more clients from day one. It’s simple enough to start with the basics, yet powerful enough to grow alongside your advisors’ skills and your clients’ evolving needs and complexity.
Adaptable
FreshPlan helps spark more meaningful client conversations—whether it’s a quick, impactful discussion or part of a broader financial plan. It powerful on its own or alongside your legacy planning software.
Feature Control
Flexible user profiles give you control over content access, tailoring the experience to each advisor’s role and credentials. As your team grows in experience and seniority, FreshPlan grows with them.
Tracking & Reporting
Detailed usage tracking and reporting show how your team engages with FreshPlan—highlighting what’s used most, where support is needed, and how to get the greatest value from the platform.
Secure
FreshPlan security protocols are standardized with a service architecture designed for confidentiality, integrity, and secure availability of your data. 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.