AdvisorTek
Financial Software · Canada · 11-50 Employees
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Overview
Headquarters
1063 King St W Suite 265, Hamilton, Onta...Phone Number
(905) 648-3221Website
www.freshplan.caRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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May
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ZI Rank
1
1
1
1
1
1
About AdvisorTek
FreshPlan provides financial professionals with tools to deliver personalized and digestible advice efficiently, catering to a diverse client base and complex portfolios. The platform features a comprehensive suite of calculators and engaging infographics designed to simplify financial planning and enhance client understanding. FreshPlan's modular design allows users to create tailored reports and engage in meaningful conversations without extensive preparation. Aimed at busy Canadian advisors, FreshPlan helps improve efficiency and client experiences while enabling professionals to serve more clients effectively.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
AdvisorTek
<$5M
11-50
Private
-
-
N/A
Company Profile Activity
Activity Insights
AdvisorTek is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
AdvisorTek is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about AdvisorTek.
AdvisorTek Tech Stack
A closer look at the technologies used by AdvisorTek
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Frequently Asked Questions Regarding AdvisorTek
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FreshPlan provides financial professionals with tools to deliver personalized and digestible advice efficiently, catering to a diverse client base and complex portfolios. The platform features a comprehensive suite of calculators and engaging infographics designed to simplify financial planning and enhance client understanding. FreshPlan's modular... Read More
