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Deliver More Advice, to More People, in Less Time

FreshPlan isn’t just about numbers—it’s about better advice delivery. Built for busy advisors, every tool is designed to save time, support conversations, and simplify client understanding.
Created by Canadians, for Canadians.
Try Freshplan Free

Snackable

Spark conversations with shareable insights. FreshPlan’s 150+ tools are clear, client-friendly, and ready to use

Stackable

From quick check-ins to full strategies, FreshPlan helps you make an impact—on its own or alongside your existing software

Adaptable

FreshPlan’s modular design fits any workflow—supporting every client conversation, from simple guidance to detailed plans

Choose Your Plan

Single User Plans

Core Plan

Calculators + QuickPlan + Shareable Infographics
$ 700 Annually
  • Calculators
  • QuickPlan Templates
  • Infographics
  • Infographic Sharing
  • Reports
  • Save By Client
  • Regular updates
  • Support
Order Now
For professionals who want a complete planning toolkit without sharing calculators.

FreshPlan Premium

Shareable Calculators + QuickPlan + Shareable Infographics
$ 1000 Annually
  • Calculators
  • Calculator Sharing
  • QuickPlan Templates
  • Infographics
  • Infographic Sharing
  • Reports
  • Save By Client
  • Regular updates
  • Support
Order Now
For professionals who want a complete planning toolkit without sharing calculators.

Core Plan

Calculators + QuickPlan + Shareable Infographics
$ 500 Annually
  • Infographics
  • Infographic Sharing
  • Regular updates
  • Support
Order Now
For professionals who want a complete planning toolkit without sharing calculators.

Single License FreshPlan software is licensed to, and may be used only by the registered individual. See more terms. For multiple users, learn more about Enterprise licenses.

Book a Demo

Empower Your Team.
Elevate Your Advice.

Whether you’re guiding a large advisory team at a bank, credit union, or investment firm, FreshPlan is the one platform designed to help your team deliver clear, personalized advice—faster and with less effort. It simplifies complex concepts and makes client engagement feel effortless.

Visit Freshplan Enterprise

Get in Touch

Call us directly

905.648.3221

Email your inquiry

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Schedule a tour

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FreshPlan Support

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Freshplan FAQs

What is a license and how does it work?

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Professional-grade Calculators.
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Client-ready Infographics.
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QuickStart Templates
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