Back to FreshPlan Help
- FreshPlan combines 50 calculators with powerful infographics to provide advisors with a visual, easy-to-use, time saving planning and education tool.
- It covers the full spectrum of Financial, Investment, RRSP, Retirement, Tax, Insurance, Estate and Education Planning topics and has these features:
- Calculate
- Educate
- Plan (this feature will be available later in 2020)
- Reports – merge calculators and infographics into PDF reports
- Clients – save data and reports by client
- Favourites – bookmark favourite calculators and infographics for easy access
- Access FreshPlan anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop.
- It’s visual, easy to use and will save you time when you need to do a quick illustration or explain a financial topic to a client, member or prospect.
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