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Create a Report Template

Create report templates to use over and over again without having to create a report from scratch each time.
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Create a Report

Combine calculators and infographics in a single report that can be saved, printed or generated into a PDF.
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Using Scenarios

Create multiple “what if” scenarios for any calculator in FreshPlan.
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Using Favourites

Setting up Favourites offer quick access in the future.
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Using Search

Quickly find what you’re looking for with Search.
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Creating a New Client

Start planning by creating a new client.
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Finding an Infographic

Search for engaging infographics in FreshPlan.
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How to Find a Calculator

Finding relevant calculators in FreshPlan.
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My Account

Set up your advisor account in FreshPlan.
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Navigating FreshPlan

Discover how to get around in FreshPlan.
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What is FreshPlan?

Learn more about FreshPlan financial planning software.
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FreshPlan Help

Discover resources to help you make the most of your FreshPlan financial planning software.
Contact us for Pricing
The reports are really user-friendly, and it’s easy to add in concepts for extra information. And with the new developments, it’s ...
Mariska Reinerink
Financial Planner
Our MFDA salespeople were selling mutual funds to our clients and did not have the tools to discuss a members goals and financial ...
Geoff Cook
Manager, Wealth Advisory
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 seamle...
Marie Phillips
Wealth Advisor
FreshPlan and the infographics are presented in a way that is easy to explain and relate to the clients. Clients get it, and are n...
Scott Smith
Certified Financial Planner
FreshPlan is my go to reference tool for showing clients current financial infographics and calculating financial planning modules...
Bill Southall
Senior Financial Planning Advisor
FreshPlan is easy to use, fast and easy to understand for the clients. It avoids clustering the data and making it look complicate...
Saqib Khan
Wealth Specialist
Easy to use, customized output great quick planning tool to show concepts.
M. Armstrong
Financial Advisor
Easy to navigate, quick input and even faster results, clean layout.
J. Ong
Financial Advisor
FreshPlan is the best one stop shop for Advisors!
S. Tanner
Financial Planner
FreshPlan has been a huge time saver when I need to provide clients with registered plan info, or quick calculators to help them w...
B. Davies
Financial Advisor
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