• Software Solutions

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

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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. Interactive, visual, and topical content for all demographics. Click to view all the calculators. Ativa online financial calculators are easy-to-use and allow clients to enter different scenarios to personalize their results. brand calculators to add […]

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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.

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Financial Infographics

Financial Infographics

Communicate complex concepts from Budget and COVID-19 updates to investing and retirement planning with current, visual infographics.

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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 value with professional Advisor Value Profiles.

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

Infographics

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

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