Plan.
Calculate.
Educate.
Since 1996, Ativa Interactive has been developing software, financial calculators and infographics for financial advisors, professionals, and corporations.
Supporting Canadian financial service professionals by providing convenient tools to help them analyze, explain and offer historical context to reinforce financial recommendations to clients and prospects.
Ativa Interactive provides financial services professionals with powerful tools to help them analyze, explain and offer historical context to clients.
About ATIVA INTERACTIVE
What we do
FINANCIAL Planning SOFTWARE
Calculate, educate and create financial plans in minutes instead of hours using visual planners, calculators and infographics that clients and prospects will understand.
WEB CALCULATORS
Our consumer-facing financial calculators enhance your web site and keep your visitors engaged by providing tools to help them make financial decisions.
INFOGRAPHICS
Communicate complex concepts with vibrant, sharable, easy-to-understand infographics. Share on your website, stay in touch via social media, or complement your financial plans.
FEATURED
Web Calculators
CORPORATE calculator SOLUTIONS
Our Clients
financial planning
FreshPlan
Software
Easily calculate, explain and reinforce complex financial concepts with a secure, online app accessible from any browser or device.
FreshPlan combines calculators with powerful infographics to provide advisors with a visual, intuitive, time saving financial planning tool.
Spend more time with clients and less time learning software.
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Calculators
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Infographics
Planners
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Minute Plans
FRESHPLAN ENTERPRISE
Our Clients
TESTIMONIALS
What FreshPlan users are saying
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.
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.
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.
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.
FreshPlan is my go to reference tool for showing clients current financial infographics and calculating financial planning modules that are specific to their needs.
FreshPlan is easy to use, fast and easy to understand for the clients. It avoids clustering the data and making it look complicated.
Easy to use, customized output great quick planning tool to show concepts.
Easy to navigate, quick input and even faster results, clean layout.
FreshPlan is the best one stop shop for Advisors!
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
Engagement and storytelling are at the heart of our approach. At Ativa Interactive, we provide web-based interactive, visual, and topical content for all demographics, taking a holistic view of financial planning.