FreshPlan makes it easy to deliver meaningful advice across a range of client needs—from full financial reports to quick, high-impact conversations.
Designed to be modular, intuitive, and easy to adopt, it’s ideal for large teams with varying levels of experience and expertise.
Use it as a standalone solution—or as the perfect complement to your existing financial planning software—unlocking more opportunities to engage, advise, and grow.
FreshPlan for Enterprises helps management leaders scale advice delivery across their advisor teams—efficiently, securely, and consistently. Whether it’s used in day-to-day client meetings, spontaneous advice moments, or proactive marketing campaigns, FreshPlan enables your advisors to bring high-quality financial guidance to more people, more often.
Enable more of your team to deliver valuable advice to more clients—quickly and easily.
Use one calculator or infographic to start. No learning curve. Just impact.
Grow your team’s capability, one step at a time.
Start with single-need illustrations and expand into full financial reports—all from one consistent platform.
Deliver more advice to more people, more efficiently.
FreshPlan supports a wide range of client sophistication, helping you serve more households without sacrificing quality.
Streamline workflows so your team spends less time on admin and more on client impact.
Newer advisors can start fast with guided templates and progress to more advanced planning —supporting development at every experience level.
Role-based user profiles allow you to control access, ensuring consistency, security, and compliance across your entire team.
Make advice a core part of your offering—for every client, across digital, branch, and advisor-led channels.
Delight clients with clear, visual advice that’s easy to understand and share—boosting referrals and retention.
Enterprise-ready architecture with role-based access, usage tracking, SSO, and robust data protections.
FreshPlan is designed to scale quality advice across your organization. Whether you’re leading 10 advisors or 200, it helps you create consistency, improve efficiency, and deliver standout client experiences.
