ATIVA INTERACTIVE

Calculate.
Inform.
Engage.

Since 1996, Ativa Interactive has delivered trusted, high-quality calculators and content tailored specifically for financial services professionals.

Ativa tools empower financial professionals deliver consistent, high level of advice with ease—strengthening advisor capabilities, improving the client experience, and naturally opening the door to more referrals.

Created by Canadians, for Canadians.

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Helping Canadian financial professionals deliver more advice to more people, in less time—through practical, easy-to-use tools.

About ATIVA INTERACTIVE

How we help

FRESHPLAN PLATFORM

Engagement and advice platform empowers Canadian financial professionals to deliver more advice, to more people, in less time.

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INFOGRAPHICS

Create more touchpoints to connect with clients and generate leads through easy-to-share, bite-sized content and actionable advice—designed to keep them engaged and informed.

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WEB CALCULATORS

Consumer-facing, accessible financial calculators enhance your web site and engage visitors, especially during key financial decisions, making it easier for them to gain clarity.

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FEATURED

Web Calculators

CORPORATE calculator SOLUTIONS

Our Clients

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CI Global Management Logo
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financial planning & client engagement

FreshPlan

Profitably deliver advice and engage with clients across a broad spectrum of client need and sophistication.

FreshPlan is the only engagement and advice platform designed to help financial professionals deliver personalized, easy-to-understand advice—quickly and effortlessly.

It opens the door to more meaningful client interactions, whether you’re having impactful, in-the-moment conversations or building out a full financial plan. FreshPlan is powerful on its own or as a perfect complement to your traditional planning software.

Discover FreshPlan Software
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Deliver More Advice, to More People, in Less Time.

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Calculators
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Infographics
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Minute Plans
FRESHPLAN ENTERPRISE

Our Clients
TESTIMONIALS
What FreshPlan users are saying
Mariska Reinerink
Financial Planner
The reports are really user-friendly, and it’s easy to add in concepts for extra information. And with the new developments, it’s getting easier to use all the time. I can now do a high-level retirement plan with a client in less than 15 minutes! They love it, as do I.
Geoff Cook
Manager, Wealth Advisory
Our MFDA salespeople were selling mutual funds to our clients and did not have the tools to discuss a members goals and financial plan. Fresh plan has allowed our Credit Union to have a wholistic conversation with our members and present them with a professional financial plan that they can reference, update and moves with the client on their financial journey.
Marie Phillips
Wealth Advisor
I’ve been a long time user of this program and appreciate the timely, relevant content that is so well put together it is a seamless process for compliance approval.
Scott Smith
Certified Financial Planner
FreshPlan and the infographics are presented in a way that is easy to explain and relate to the clients. Clients get it, and are not overwhelmed or intimidated with the presentation.
Bill Southall
Senior Financial Planning Advisor
FreshPlan is my go to reference tool for showing clients current financial infographics and calculating financial planning modules that are specific to their needs.
Saqib Khan
Wealth Specialist
FreshPlan is easy to use, fast and easy to understand for the clients. It avoids clustering the data and making it look complicated.
M. Armstrong
Financial Advisor
Easy to use, customized output great quick planning tool to show concepts.
J. Ong
Financial Advisor
Easy to navigate, quick input and even faster results, clean layout.
S. Tanner
Financial Planner
FreshPlan is the best one stop shop for Advisors!
B. Davies
Financial Advisor
FreshPlan has been a huge time saver when I need to provide clients with registered plan info, or quick calculators to help them with their financial needs. We love the simplicity and clients love the understandable reports.

Featured

We provide solutions to grow your business

Whether you’re an independent financial advisor or leading a large team, Ativa Interactive offers easy-to-use tools to help elevate your service and engage with more clients.

Connect with us today
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