FreshPlan Software for Customplan Advisors – Save $100

Spend less time entering data in your complicated planning software and more time engaging your clients with FreshPlan.

 

  • FreshPlan is a web-based software app for Canadian financial and insurance advisors.
  • FreshPlan combines 50 calculators with powerful infographics to provide advisors with a visual, easy-to-use, time saving planning and education tool.
  • FreshPlan covers the full spectrum of Financial Planning Principles, Investment, RRSP, Retirement, Tax, Insurance, Estate and Education Planning.

 
FreshPlan Features

  • Online, fully responsive app that can be used on any device – phone, tablet, iPad, laptop or desktop.
  • Easily merge calculators and infographics into visual reports in PDF format.
  • Calculators include a powerful scenario feature to create and compare what if scenarios.
  • Reports can be customized with your name, title, contact information and logo.
  • Print Reports or generate PDFs.
  • Email us to schedule a 15 minute online demo.

Sample Report
Click here
to view a financial needs report created in FreshPlan.