Navigating FreshPlan
FreshPlan Homepage
- Calculate – click to open a calculator
- Educate – click to open an infographic
- Plan – click to create a financial plan (this feature won’t be available until later in 2020)
- Clients – click to open or create a client file
- Reports – click to create a report
- Favourites – click to open your favourites screen
- Username – your name
- My Account – click to update your information and print/PDF settings
- Client – the name of the client file you are currently working on
- What’s New – this lists the new features and content that have recently been added
