• 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.
    Personalize from our library or we’ll create a custom design for your needs.

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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.

FreshPlan Online

Fresh Plan Online

Easily calculate, explain and reinforce complex financial concepts with an online app accessible from any browser or device.

Concept Toolkit Software

Advisor Value Profiles

Custom Advisor Profiles for individual advisors and an online enterprise tool that lets advisors build custom, professional and compliant Value Profiles.

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.


Communicate your value with professional Advisor Value Profiles.

Boost Your Client Retention with a professionally designed, fully customized Advisor Brochure.


Infographics & Quizzes

Easily explain both complex and everyday topics visually. Customize for your business.

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