About Us

Ativa Interactive has been providing financial planning software to Canadian advisors since 1996. Our principals have over 30 years of combined experience in the financial services industry and our mission is deliver practical, easy-to-use software that works.

Concept Toolkit was launched in 1997 followed by the introduction of Planning Toolkit in 2000.

Click here to read what advisors are saying about our software.

Advisors in these firms are using our software

Aegon Dealer Services Interior Savings Credit Union
Affinity Credit Union Investment Planning Counsel
Assante Capital Investors Group
Berkshire Securities Laurentian Financial
Bick Financial Manulife Financial
Clarica Money Concepts
Dundee Private Investors National Life
Empire Financial Partners in Planning
Envision Financial Radville Credit Union
FaithLife Financial Raymond James Financial Planning
Farm Mutual Financial Raymore Credit Union
Foam Lake Credit Union Scotia McLeod
Freedom 55 Financial Simpson Credit Union
FundEX Weyburn Credit Union
FundTrade Worldsource Financial

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