• Software Solutions

    Spend less time managing your software and more time engaging your clients.
    Concept Toolkit | Planning Toolkit | Value Builder

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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.

Concept & Planning Toolkit Software

Needs analysis software that is easy to use, robust and flexible. Easily calculate, explain and reinforce complex financial concepts.

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Concept Toolkit Software

Value Builder Software

The online tool that lets advisors build custom, professional and compliant Value Profiles in just minutes.

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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.

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Communicate your Advisor Value. Calculate the Cost of Losing Clients.

Cost of losing clients

Infographics & Quizzes

Easily explain both complex and everyday topics visually.

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