CustomPlan Advisors

FreshPlan
Software

Annual Subscription Fee: $700

CustomPlan Advisors receive $50 off the annual subscription fee.

$700 / Annual Subscription

$500 for Infographics only version
$700 for Infographics & Calculators (no sharing*)
$1,000 for Infographics & Calculators (with sharing*)

* Share calculators with clients and prospects on a website, social media or email.

 

FreshPlan combines calculators with powerful infographics to provide advisors with a visual, intuitive, time saving financial planning tool.

Discover more.
FreshPlan Financial Planning software on multi devices

Spend more time with clients and less time learning software.

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Calculators
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Infographics
Planners
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Minute Plans

Special CustomPlan Pricing

CustomPlan Advisors save $50 on an annual subscription.