What is FreshPlan?

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  • 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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