Fresh Plan
Curated by SignalFinancial planning software streamlining processes for advisors and professionals.
Overview
Fresh Plan offers innovative financial planning software that empowers financial advisors and insurance professionals to create comprehensive financial plans efficiently. By utilizing visual planners, calculators, and infographics, Fresh Plan simplifies the planning process and addresses the challenges faced by professionals in delivering customized financial solutions. Catering primarily to the enterprise sector, the platform ensures accessibility through any browser or device, allowing users to work seamlessly. This emphasis on quick and effective plan creation not only streamlines workflows but also enhances the overall client experience. Fresh Plan plays a crucial role in enabling financial professionals to make informed decisions and drive success in their practices.
Key facts
- Founded
- 2018
- Headquarters
- Hamilton, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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