• Software Solutions

    Spend less time managing your software and more time engaging your clients and prospects.

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  • Infographics

    Infographics explain complex concepts visually with style.

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  • Calculators

    Ativa Interactive provides web-based interactives and infographics for all those who are interested in the financial side of life. We provide visual, topical content for many demographics including both HTML 5 and Flash calculators. Click to view all the HTML 5 calculators […]

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Easy-to-use, visual software for financial professionals

Learn which solution is best for you.

Planning Toolkit Financial Planning Software.

Planning Toolkit Software

Needs analysis software that is so easy to use it allows advisors to complete a full financial plan in 30 minutes and flexible enough for single needs analysis when a full plan is not needed.

Concept Toolkit Software

Concept Toolkit Software

A combination of 100 calculators and 200 infographics provides financial and insurance advisors with the perfect software tool to complement their existing financial planning software.

HTML and Flash Calculators

Financial Calculators

HTML 5 financial calculators are easy-to-use on any device with a browser – desktop, laptop, tablet or phone.


Infographics & Quizzes

Easily explain both complex and everyday topics visually.

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